SigmaDesign - kurz vor break des ATH - 500 Beiträge pro Seite (Seite 5)

[Pliscon]

Antwort auf Beitrag Nr.: 25.960.271 von istanbulman am 05.12.06 19:23:09

Das KGV war immer wichtig!

Im Jahre 2000 dachte man auch, die Börse wird neu geschrieben!

Dann kam der große Crash und die KGV´s waren wieder auf normalen Niveau!


Das sollte man beachten, wenn man bedenkt, dass Sigma momentan ein KGV von über 300 hat!

Das ist wie in besten NM und Nasdaq Zeiten! Als man dachte, Aktien können nur noch steigen!

[amorphis]

Antwort auf Beitrag Nr.: 25.966.156 von Pliscon am 06.12.06 10:14:53

LOL!

ein kgv von 300 ergäbe beim derzeitigen kurs von 27,65$ ein eps (gesamtjahr 2006) von 0,09$



da wir im nächsten jahr schon ein eps von deutlich mehr als einem $ sehen werden...kalkulierst du ziemlich knapp...

was schreibt winter zum eps?

My full-year EPS now becomes $0.44, versus a prior total of $0.40, my second straight boost. It is important to remember that these are fully loaded numbers which include all ongoing Blue7 costs and options expense assumptions (albeit essentially untaxed ones). For next year, my quarterly EPS numbers are again, for the time being, maintained at $0.26, $0.29, $0.34, and $0.41 for a full-year total of $1.30. With top-line growth surging ahead and SIGM’s gross and operating margin levels stabilizing and levering upward, respectively, I feel that there is a lot up upside to these essentially calendar 2007 estimates. While a return to a more normal tax rate over time will eventually offset some of the upside EPS potential, this should in turn be offset by a positive valuation adjustment that accounts for a fully taxed figure.

winter ist nicht irgendein schwachkopf...wie manch anderer hier...sondern investmentbanker der an der wallstreet zu hause ist...sigm schon ein paar jahre länger "covert" als manch selbsternannter KGV-ANALYST hier...zudem ziemlich konservativ mit seinen prognosen ist...ach...und bleibt noch zu sagen...das man durch ihn schon oft von dingen wußte...die wochen später als pr über die ticker liefen (neue aufträge etc!)...was zugleich das bestätigt...was hier jeder zu wissen scheint...nur pliscon nicht...winter hat gute kontakte zum management...deshalb die hohe trefferquote seiner prognosen!demnach...wen willst du erschrecken?du raffst es auch noch irgendwann!

[amorphis]

Press Release Source: Cisco Systems, Inc.

R Cable Launches Digital TV Service in Spain With IP-based Technologies From Scientific Atlanta and Cisco
Wednesday December 6, 4:00 am ET

KORTRIJK, Belgium & ATLANTA--(BUSINESS WIRE)--Scientific Atlanta, a Cisco company, today announced that R Cable, a leading cable operator in the Galicia region in Spain, is replacing its analog headend and video transport operations with new Internet Protocol (IP)-based digital headend from Scientific Atlanta and IP Next-Generation Network (IP NGN) Carrier Ethernet platform from Cisco®. This network upgrade will help enable R Cable to provide more innovative services to its customers by offering new digital TV and on-demand video services, using a cost-effective IP solution to distribute real-time TV broadcast and video-on-demand (VoD) content.

ADVERTISEMENT
The new digital headend will use the advanced processing power of Scientific Atlanta's Digital Content Manger (DCM), which combines multiplexing, digital program insertion (DPI), transrating and scrambling functions in a single device, managing all the digitalized analog services currently running on the network. Additionally, the Landata Group, the systems integrator for the project, will deploy Scientific Atlanta's IP Streamer (Model D9655(TM)) to deliver the IP video streams to the DCM, where they are processed prior to being distributed over the Cisco Carrier Ethernet aggregation network, based on Cisco 7600 Series routers, across the Galician provinces of Coruna, Lugo, Ourense and Pontevedra.

"In the past, both organizations have been instrumental in providing us with reliable analog video and high-speed data capabilities," said Ignacio Penedo, manager, engineering and network design at R Cable. "For this milestone transition in our operations we knew we could rely on Scientific Atlanta and Cisco to provide the products, systems and expertise to enable us to launch digital video services over an IP-based platform."

Scientific Atlanta's Digital Content Manager is a new processing platform that delivers advanced technology to help launch and manage digital services, while supporting the freedom and flexibility for operational needs. The DCM can help:

* Process digital video services from one to more than 1,600 streams in a compact 2RU chassis
* Optimize and manage available network bandwidth
* Secure content using digital video broadcast (DVB) scrambling technologies
* Generate new revenue with ad insertion opportunities

The Cisco 7600 Series routers used by R Cable for video traffic distribution features economical high-density Ethernet interfaces, embedded security, and support for scalable IP multicast and differentiated quality of service to cost-effectively enhance the viewing experience of millions of subscribers and overcome the challenges associated with delivering video services.

"There is little doubt that the launch of digital video is changing the way people watch TV," said Luis Gutierrez de Cos, corporate sales director at the Landata Group. "Launching digital service will enable R Cable to enjoy an increasing spectrum of revenue opportunities, especially video on demand which is very popular in Spain."

[istanbulman]

habe ich das richtig verstanden das für 06 ein gewinn von 0.44 und nächstes jahr 07 von 1.30 erwartet wird?
ja wenn das so ist dann hätten wir ja für dieses jahr ein KGV monentan von ca 70 und für 07 von ca 25 stimmt das?
oder habe ich da was falsch verstanden?
und kann mir einer sagen was in dern letzten 3 quartalen verdient wurde?
also pro quartal und was momentan für die 9 monate zu buche steht?
sorry ich weiß ich habe so viele fragen aber ich will mich halt hinein arbeiten in die aktie und auch etwas davon verstehen was ich kaufe
danke

[amorphis]

Antwort auf Beitrag Nr.: 25.972.069 von istanbulman am 06.12.06 15:26:19

was in '06 letztlich als eps rauskommen wird...wird sich nach dem options-review zeigen...im angegebenen eps sind zudem sämtliche kosten enthalten und winter schätzt wirklich konservativ!ich denke das dieses jahr schon bei mindestens 0,80$ und im kommenden jahr bei mehr als 1,50$ liegen werden!

[amorphis]

WINTER_CFA

Just back from an AT&T presentation:


Here are the Uverse-related comments AT&T CFO Rick Linder just made to a large crowd of us at the UBS Media conference in NYC:

"AT&T will add new U-Verse markets next week and a number by year-end. We have a good shot at hitting 15 by year-end. In 2007, the number of markets and number of households will both expand dramatically throughout the year.

70% of U-Verse customers are taking the highest data tier and most are taking the higher video option. We are seeing 10% penetration already in the marketed area of San Antonio.

In the 2H of 2007, U-Verse’s bandwidth will increase significantly using new technologies like pair bonding.

AT&T will reach 50% to 60% of its total customer footprint with U-Verse.

Customers love the picture quality, fast channel change and the EPG (electronic programming guide), but some don't like the amount of time technicians spend in their homes setting up the service."


While no U-verse unit numbers were given at this presentation, the qualitative comment regarding 2007 markets and households (at an average of 3 SIGM-based units per), should bode well for a very nice revenue contribution to SIGM's CY2007 totals from this project.

All roads lead to SIGM.

[amorphis]

IPTV Takes Belgium by Storm

December 6, 2006 - Belgacom, Belgium's biggest telco operator, has topped the 100,000 mark for its interactive, digital IPTV offering faster than expected. Instead of the end of the year, as originally anticipated, the Belgian operator reached exactly 102,971 subscribers for its IPTV offering back at the end of September 2006.

The solution is based on Surpass Home Entertainment from Siemens, a turnkey end-to-end solution for IPTV that is brought into Belgian households via the ADSL telephone line.

Discussing its financial results for the third quarter, the Belgian fixed-network and mobile operator Belgacom drew attention to the particular success of its IPTV services – i.e. television via IP-based broadband lines. As early as the end of September 2006, Belgacom TV had already registered 102,971 customers. The net ARPU (average revenue per user) stood at 11.6 euros for the first nine months of 2006. This figure showed a rise in the third quarter which can obviously be traced to the introduction of additional services such as "Rewatching TV" and special offerings sorted by topic.

In mid-2004, Belgacom chose Siemens as its partner for developing its interactive digital TV offering. The Belgacom TV offering includes all the major TV broadcasters. A pay-per-view offering is also available, as well as a digital videotheque with around 300 movies for video on demand. Subscriptions for watching soccer have already proved to be especially popular, with Belgacom's exclusive broadcasting rights allowing fans to follow the matches in the Belgian league live.

Belgacom is another telco proving that IPTV is the answer for operators wanting to deploy television services. European telcos such as Fastweb, Telefonica and France Telecom have successfully deployed IPTV to their customers and all possess over 100,000 subscribers. BT is the next in line to deploy its IPTV service and only time will tell if the UK market is ready to receive IPTV as successfully as Belgium and indeed many other European countries have.


Siemens is using the Entone Hydra set top box.

http://www.broadcastbuyer.tv/publish2/New_Contracts_24/Sieme…

Entone has Sigma inside.

http://messages.finance.yahoo.com/Technology/Computer_Periph…

[Pliscon]

Antwort auf Beitrag Nr.: 25.967.182 von amorphis am 06.12.06 11:14:03

Nö ein KGV von 300 ergibt jede Menge Konsolidierungspotential!


http://finance.yahoo.com/q?s=sigm

P/E = KGV

Der Vergleich zwischen Umsätze, Gewinne und Bilanzsumme mit der Marktkaptitalisierung zeigt auch, dass der Kurs zu weit vorweg gelaufen ist! Gerade die Marktkapitialisierung errechnet sich bei Aktiengesellschaften durch den Kurs, der mit der Anzahl der Aktien multipliziert wird! Da die Anzahl meistens gleich bleibt wird der Kurs die Marktkap bestimmen!

Bei einem fair bewerteten Unternehmen mit ähnlicher Gewinnmarge wie Sigma ist der Umsatz ungefair halb so groß wie die Marktkap.

Bei Sigma haben wir aber einen JahresUmsatz von ca 50 Mio Dollar, aber eine Marktkapitalisierung von 620 Mio Dollar!


Nun kommen wir zum Vergleich der Bilanzsumme mit der Marktkap.

Sigma hat eine Bilanzsumme von 55 Mio Dollar! Die Marktkap beträgt 620 Mio Dollar!
Normalerweise errechnet sich eine faire Marktkap dadurch, dass man die derzeitige Bilanzsumme von der momentanen Marktkap abzieht und diese Summe sollte in den nächsten Jahren durch die Gewinne aufgefüllt werden!

Das wären 565 Mio Dollar!

Wieviele Jahre braucht wohl Sigma um 565 Mio Dollar Gewinn zu machen, damit die Marktkapitalisierung wieder ein faires Verhältnis bekommt? Im letzten Geschäftsjahr machte Sigma einen Gewinn von 2 Mio Dollar!


Dieses Unternehmen ist alles andere als ein derzeitiger Kauf! Wenn der Kurs weiter steigt, wird die Luft noch dünner!

[TMK1263]

Hi Pliscon,

sicherlich ist es wichtig eine Aktie kritisch zu hinterfragen, dabei sollte man aber die Dinge nicht so hindrehen wie sie einem gerade passen sondern das ganze Objektiv betrachten. Tatsache ist wer diesen Thread aufmerksam beobachtet hat und noch dazu den Mumm hatte im Sommer groß einzusteigen der sitzt nun seit seinen Erstkäufen auf Gewinnen von ca 200% An der Börse wird die Zukunft gehandelt Sigma ist Weltmarktführer und nicht irgend eine Neue Markt Klitsche von 2000. Es zwingt dich keiner auf diesen Zug aufzuspringen. Also bleib an der Haltestelle stehen und verabschiede dich aus diesem Thread

Gruß
TMK

[Paramedic76]

Antwort auf Beitrag Nr.: 25.990.269 von Pliscon am 07.12.06 09:49:33

Vielen Dank für Dein Erscheinen, der Kurs geht heute endlich wieder richtig ab.

Ich weiß auch, daß es nich timmer so weitergehen wird, aber die nächsten Quartale sehen einfach zu gut aus, als das ich jetzt hier aussteigen werde.

Viele Grüße,

[TMK1263]

Hi Pliscon,

hechelst Du dem Zug schon hinterher

[hahel]

So, heute hat man gesehen wie schnell eine unglaubliche Dynamik entstehen kann. So langsam glaube ich es wirklich: Wenn die nächsten Quartalszahlen Ende Febr.07 kommen und die gut ausfallen, dass wir dann bei 35-40$ stehen. Bis dahin (meine Meinung) kann es mal runter gehen auf ca. 23$ weil einige wieder den schnellen $ machen wollen Aber was solls, hier mache ich keine Experimente. Sitze auf ein schönes dickes Polster, dem Amorphis sei Dank.
Verabschiede mich bis kurz vor Weihnachten für die jährliche europäische Endrallye zu allen wichtigen Kunden.
Grüße an alle positiv denkenden SIGMA Investierten.

[tastenow]

@ Pliscon

Du bist ein Idealist und der Hausmeister dieses Threads kein Altruist.

@ TMK1263

Deine Rechnung gilt für die beneidenswerten Spekulanten, die bei Stoppkurs 11,-€ im Juni verkauft und bei 7,-€ im Juli wieder eingestiegen sind. Leider gab es hier keine Verkaufsempfehlung im Juni. Stattdessen wurden Durchhalteparolen verbreitet. Die von Dir aufgezeigte Kursentwicklung von 200 % haben hier nur wenige Trader gemacht. Ob der Hausmeister dazugehört sei hier nicht relevant. Ein Nachkauf bei 7,-€ bot sich denjenigen an, die Liquidität frei hatten und sich heute sehr darüber freuen. Das entsprach aber nicht den Empfehlungen des Hausmeisters hier.

@ all

Nach der Gier kommt der Tod.

@ amorphis

Dies ist Dein Thread so wenig wie dies Dein Forum ist. Die Boardregeln gelten damit auch für Dich. Von persönlichen Verunglimpfungen solltest Du absehen. Der Qualität Deiner Aussagen zu SIGM ist das eher abträglich und zeichnet damit das Bild eines postpubertären "Möchtegernbewundertwerden". Der geneigte Leser möchte sich doch eher auf die kühle/nüchterne Analyse eines engagierten Teilnehmers in diesem Forum verlassen. Kritische Stimmen sollten Dir daher auch sehr willkommen sein, weil Du Dich damit in konstruktiver Art und Weise auseinandersetzen könntest; z.Bsp. mit einem Umsatzmultiplen von z.Zt 13. Andere haben das bereits getan. Im übrigen solltest Du prüfen ob Winter ein MA des Konsortialführers und damit an einem kontinuierlichen (positiven) newsflow fundamental interessiert ist. Aber das hast Du bestimmt schon getan - oder? Die Aussage er sei ein Investmentbanker und an der Wallstreet zu hause ist ungenügend und lustig zugleich.

Gruß
Tastenow

[amorphis]

Antwort auf Beitrag Nr.: 25.990.269 von Pliscon am 07.12.06 09:49:33

du erzählst **********************!wie kommst du auf 50 millionen?

[amorphis]

Antwort auf Beitrag Nr.: 26.002.206 von tastenow am 07.12.06 17:36:39

tastenow...für dich gilt das gleiche...kusch dich...oder sollte ich lieber sagen hallo mr arrogance?

[amorphis]

Antwort auf Beitrag Nr.: 26.002.206 von tastenow am 07.12.06 17:36:39

Der Qualität Deiner Aussagen zu SIGM ist das eher abträglich und zeichnet damit das Bild eines postpubertären "Möchtegernbewundertwerden". Der geneigte Leser möchte sich doch eher auf die kühle/nüchterne Analyse eines engagierten Teilnehmers in diesem Forum verlassen.


lol lol lol...bist du so kühl und nüchtern???

diejenigen...die mit mir gefahren sind...die fahren denke ich gerne mit...weil ich ein ehrlicher mensch bin und ich dinge nicht verdrehe im gegensatz zugewissen anderen charakteren hier.

und doch...dies ist mein thread...gibts hier noch nen amorphis?oder habe ich diesen thread eröffnet?

[amorphis]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Pliscon]

Antwort auf Beitrag Nr.: 26.002.555 von amorphis am 07.12.06 17:48:52

Wie jetzt? Ansonsten keine Stellungnahme?

Weißt du was Marktkapitalisierung, Cashflow und Bilanzsumme überhaupt ist?

Du scheinst ja im ganzen Thread immer nur irgendwelche Artikel reinzukopieren! Ist das deine ganze Analyse zu dieser Aktie!

Ziemmlich enttäuschend!

[Tradershark]

Antwort auf Beitrag Nr.: 26.003.855 von Pliscon am 07.12.06 18:42:45

@Pliscon

Klär uns alle hier im Board mal auf, was Du eigentlich willst?

Das einzige was Du so von Dir gibts, ist alles bezogen auf Amorphis im negativsten Sinne!
Wenn Du mit Ihm einen Privatkrieg führen willst, dann mach das bitte nicht hier in aller öffentlichkeit. Merkst Du eigentlich nicht, daß Du Dich lächerlich machst?

@Tastenow + Pliscon

Analysen hin und her, der erfolg gibt Amorphis recht!

mfg

Sharky

[overview]

@pliscon

Im Viro-Thread forderst Du Amorphis auf, sich in den Sigma-Thread zurückzuziehen und ihn dort in Ruhe zu lassen.
http://www.wallstreet-online.de/dyn/community/thread.html?th…

WARUM BIST DU SELBST NICHT IN DER LAGE DAS GLEICHE ZU TUN ???

Klug daherreden, aber die "Schwanzlängendiskussion" (danke JJFlash aus dem Viro-Thread für den passenden Vergleich ) nicht beenden wollen ...

[amorphis]

pliscon...das ist jetzt das letzte was ich zum thema sage. ich weiß sehr wohl was ein cash flow, was eine marktkapitalisierung , was eine bilanzsumme usw. ist!das ich nur reinkopiere stimmt nicht...ich kopiere interessante artikel rein die zum thema iptv/sigm passen.dann kopiere ich noch winters analysen rein...tja..kann jeder von halten was er will...ich kenne winter lange genug um zu wissen das er einen erstklassigen job macht und basta!im übrigen wirst du hier im thread genügend stellungnahmen finden...die auf meinen mist gewachsen sind...kannst ja mal andere fragen die in sigm investiert sind...hätte ich im sommer nicht so eindeutig stellung bezogen was sigm betrifft...viele hätten geschmissen. wenn das nicht als leistung reicht...dann weiß ich es auch nicht!

im übrigen...ich weiß zwar nicht was dich das angeht...aber ich beschäftige mich intensiv mit themen die rund ums thema management und controlling gestreut sind...mir ist da nichts fremd...merk dir das!und merk dir noch eine sache...wenn du die englischen analysen nicht deuten kannst...weil dir die vokabeln fehlen...dann kannst du auch auf eine andere art und weise um eine deutsche analyse bitten.jetzt bekommste sie von mir garantiert nicht...also...schnapp dir dein wörterbuch und beschäftige dich selbst mit den fakten...dann wirste vielleicht auch zur erkenntnis gelangen...das deine 50 millionen umsatz schlicht ein WITZ sind!

[istanbulman]

amorphis
mal eine frage?
...ich kenne winter lange genug um zu wissen das er einen erstklassigen job macht und basta!???

kennst du winter persönlich oder wie soll man den satz verstehen?

sorry das ich so blöd frage hat mich aber jetzt interessiert weil sich das so anhört als ob du ihn persönlich kennen würdest!oder bist du nur von seiner arbeit so überszeugt?
und wer genau ist winter ?ein analyst das weiß ich mitlerweile aber ist es auch eine große nr. an der wallstreet?
und übrigens mach weiter so viele sind sehr dankbar für deine arbeit und einer von denen bin ich

[Pliscon]

Antwort auf Beitrag Nr.: 26.007.490 von istanbulman am 07.12.06 21:10:33

Wann merkt ihr endlich, dass von Amorphis nur heiße Luft kommt?

Wie geil! Dann fragt ihr noch ob er winter kennt!

[Pliscon]

Antwort auf Beitrag Nr.: 26.006.050 von amorphis am 07.12.06 20:08:02

Dann sollte dir aufgefallen sein, dass die Luft von Sigma aufgrund der hohen Marktkap. sehr dünn geworden ist!

[overview]

Antwort auf Beitrag Nr.: 26.019.869 von Pliscon am 08.12.06 12:16:08

@pliscon: Kannst Du LESEN?

Im Viro-Thread forderst Du Amorphis auf, sich in den Sigma-Thread zurückzuziehen und Dich im Viro-Thread in Ruhe zu lassen. http://www.wallstreet-online.de/dyn/community/thread.html?th…

WARUM BIST DU SELBST NICHT STARK GENUG DAS ZU TUN, WAS DU VON ANDEREN FORDERST???

Was mußt Du mit diesem Verhalten eigentlich "kompensieren"?

[istanbulman]

hi pliscon
ich glaube der einzige bei dem hier heiße luft kommt das bist du und das beim orgasmus
man muß du ein versagen sein das du auf jeden drauf treten tust ich habe doch nicht dich angesprochen mit meiner frage kümmer dich um deine eigene scheiße ok
das ist ein forum für leute die sich gegenseitig meinungen und tips sagen einer hat mehr ahnung einer wenig und dann gibts noch die dummschwätzer so wie du die keiner leiden kann aber bitte geh dann in einen anderen thread ok

[Tradershark]

Antwort auf Beitrag Nr.: 26.019.916 von Pliscon am 08.12.06 12:18:32

@Pliscon

Bin am Überlegen, ob ich es nicht so mache, wie DIETER BOHLEN.
Der hat über all seine lästerer ein Buch geschrieben und hat dabei jede Menge Kohle verdient.
Allerdings bräuchte ich da noch einige Dumme Sprüche, da es bis Dato nur für ca. 30 Seiten reicht. Bin mir aber ziemlich sicher, daß sich die restlichen 30 Seiten bald von selbst ergeben.

TITEL:

Pliscon, unser Wallstreet-Guru oder wie komme ich zu Keinem Money!

Also, Pliscon, weiter so, je öfter Du solche Sprüche bringst, desto
schneller kann ich in Rente gehen!

Es wird mit Sicherheit ein Bestseller werden!

Sharky

[Pliscon]

Antwort auf Beitrag Nr.: 26.020.126 von overview am 08.12.06 12:28:30

Wahrscheinlich kann ich besser als du lesen!

Ich schreibe ja hier über Sigma und nicht über Viropharma!

Amorphis schrieb aber ständig im Viropharmathread über andere Aktien! Nur darum ging es!

[Pliscon]

Antwort auf Beitrag Nr.: 26.020.419 von istanbulman am 08.12.06 12:41:48

Siktirlan!

[Pliscon]

Antwort auf Beitrag Nr.: 26.023.705 von Tradershark am 08.12.06 15:01:08

Downgrade für Sigma!

http://www.fool.com/news/commentary/2006/commentary06120517.…

[Paramedic76]

Hier ein Zitat aus dem von Plison gemeldeten Text:

And although Sigma has now eclipsed Roth's target price of $27, I haven't seen any indication that Roth has downgraded the stock. According to their most recent report, margins are improving and revenue is tracking ahead of expectations.

Wie war es mit dem lesen ;-)

Grüße,

[Pliscon]

Antwort auf Beitrag Nr.: 26.024.948 von Paramedic76 am 08.12.06 15:41:44

Wie wärs, wenn du alles zitierst???

[overview]

Antwort auf Beitrag Nr.: 26.025.394 von Pliscon am 08.12.06 15:56:03

Hier das vollständige Zitat:
"And although Sigma has now eclipsed Roth's target price of $27, I haven't seen any indication that Roth has downgraded the stock. According to their most recent report, margins are improving and revenue is tracking ahead of expectations."

Für Dich exklusiv die Übersetzung (und achte bitte auf den letzten Satz!):
"Und obwohl Sigma nun den Zielkurs von Roth überschritten hat, sehe ich keinerlei Anzeichen, daß Roth die Aktie herunterstufen wird. Laut dem jüngsten Unternehmensbericht steigen weiter die Gewinnmargen und der Umsatz liegt über den Erwartungen."

So Pliscon: wo ist bitte davon die Rede, daß Roth sein Kursziel runtergesetzt hätte, hä?

Weißt Du, in nervtötender Art und Weise einen Boardteilnehmer manisch zu verfolgen, ist das eine. Dafür könnte man evtl. noch professionelle Hilfe (Du weißt schon, die in den weißen Kitteln ...) finden.
Aber verfolgt von einer fixen Idee, die negative Nadel in einem positiven Heuhaufen zu finden, kramst Du mit Deinem unterdurchschnittlichen englischen Sprachvermögen irgendwelche mißverstandenen Dinge aus und pochst auf Deiner Meinung.
Sowas ist schlicht und einfach "krank". Du tust mir nur noch leid.

[overview]

Antwort auf Beitrag Nr.: 26.024.803 von Pliscon am 08.12.06 15:36:49

"Wahrscheinlich kann ich besser als du lesen!
Ich schreibe ja hier über Sigma und nicht über Viropharma!
Amorphis schrieb aber ständig im Viropharmathread über andere Aktien! Nur darum ging es!"

# 1915 von Pliscon:
"Schnell von Sigma in Viropharma umschichten! Da ist jetzt mehr zu holen!"
http://www.wallstreet-online.de/dyn/community/thread.html?th…

Sowas nenne ich selektive Wahrnehmung. Paßt aber zum "Krankheitsbild".

[Paramedic76]

Ich habe Pliscon ab sofort ausgeblendet - mit dem letzten Post hat er sich für mich ab sofort disqualifiziert. Den Schrott brauche ich einfach nicht mehr zu lesen. Wie kann man sich so blamieren....

Viele Grüße an den Rest, den ich noch sehen kann

[overview]

# 1917 von Pliscon vom 30.11.2006
"Besser Geld jetzt umschichten! In einen Wert, der mehr bringt!
Sigma ist jetzt ausgelutscht!"
http://www.wallstreet-online.de/dyn/community/thread.html?th…" target="_blank" rel="nofollow ugc noopener">http://www.wallstreet-online.de/dyn/community/thread.html?th…


Und jetzt guck mal hier ... (blau: Viro / schwarz: Sigma)



Dein Wahn, andere vor ihrer eigenen Gier zu warnen, führt dazu, daß Du selbst überhaupt nicht mehr ernst zu nehmen bist und deshalb Dein wahrscheinlich gut gemeinter Rat nicht nur wirkungslos verpufft, sondern sich sogar in eine Wut Dir gegenüber verwandelt.

[Pliscon]

Antwort auf Beitrag Nr.: 26.028.201 von overview am 08.12.06 17:31:11

dennoch sind es Fakten, dass das KGV viel zu hoch ist, sowie dass die Marktkap nicht mehr im Verhältnis zum Gewinn und Gewinnwachstum steht!



Es sind schon andere Aktien auf Luftschlösser gebaut worden...

[overview]

Antwort auf Beitrag Nr.: 26.030.365 von Pliscon am 08.12.06 18:54:39

Achso, und deswegen ist der Viro-Kurs gefallen ...

[amorphis]

IPTV users could reach 1 million next year
By Li Weitao (China Daily)
Updated: 2006-12-08 07:28


Visitors crowd in front of IPTVs presented by UTStarcom at a telecom exhibition in Beijing. [China Daily]

HONG KONG: The market for IPTV (Internet Protocol Television), which enables TV broadcasting over broadband Internet, is expected to take off in China next year as fixed line operators seek ways to grow, an industry executive said yesterday.

"IPTV could get a head-start next year in China," said Huang Dabin, vice-president of the network division of China's No 2 telecoms equipment maker ZTE Corp.

In an interview with China Daily on the sidelines of the ITU Telecom World 2006 in Hong Kong, Huang predicted the number of IPTV subscribers in China could exceed 1 million next year, skyrocketing from the current 100,000 subscribers.

Fixed-line operators China Telecom and China Netcom have been aggressively building trial IPTV networks since last year. This year, some commercial IPTV services have been operational in cities such as Shanghai.

"Fixed-line carriers are putting a big bet on IPTV as one of the top priorities of their business transformations, as IPTV promises a new revenue stream," Huang said.

China Telecom and China Netcom have been coping with a slowdown in their fixed-line voice businesses. The two firms have been lobbying the government for a licence to enter the lucrative mobile phone sector.

But the government has been denying the licenses, forcing the two fixed-line operators to promote Xiaolingtong, or PHS (personal handyphone system), a limited mobility service in the country.

In recent months, PHS has lost momentum in China due to dropping fees of mobile phone services. As of October, China had 93.4 million PHS users, compared to 85.3 million at the end of last year, according to the Ministry of Information Industry (MII).

Now operators are shifting their investment focus to the IPTV business as it is "a strategic choice for fixed-line carriers (besides the mobile phone business)," Huang said.

China had 370 million fixed-line telephone subscribers and 449 million mobile phone subscribers as of October.

The booming broadband Internet business is giving a boost to the IPTV market in China. By October China had 49.8 million broadband Internet users.

Operators' increasing investments in IPTV is benefiting a number of companies such as ZTE, UTStarcom, Huawei and Alcatel Shanghai Bell (ASB), which have been developing IPTV technology.

ZTE, for instance, has won contracts from operators to supply IPTV equipment and solutions in a number of cities and provinces including Beijing, Yunnan and Shaanxi provinces.

Yet, regulatory uncertainties are still thwarting rapid up-take of IPTV in China. Both broadcasting and telecoms operators are vying for an upper hand in the IPTV market, which represents a convergence of the broadcasting and telecoms industries.

Even regulators are struggling to enter the IPTV market. For instance, local broadcasting regulators in Quanzhou, a city in East China's Fujian Province, banned China Telecom from operating an IPTV service in the city.

But China's broadcasting regulators are aggressively promoting digital TV over cable lines in the country, which could eclipse the growth of IPTV in the country.

Despite intense competition, broadcasting and telecoms operators will find they need to work together to create a "win-win" situation to better tap into the emerging market, Huang said.

[amorphis]

Home Cinema

Panasonic Blu-Ray Exclusive Review

Smarthouse Team - Friday, 8 December 2006

The world’s most expensive Blu-ray player is still cheaper than ultra high-end DVD players. We take a closer look at Panasonic's high-end Blu-ray baby.

Advertisement

Panasonic DMP-BD10 | $2749 | | www.panasonic.com.au
For: Handles CDs and DVDs superbly
Against: Expensive; bland design; audio compatibility is a let down
Verdict: As a high-end DVD player, it's a winner
_____________________________________________________________

Priced at a wallet-numbing $2,749 Panasonic's DMP-BD10 is comfortably the most expensive of the new HD disc spinners; however, it's not overly pricey if you put it into context with the high-end DVD players from the likes of Arcam, Denon and others.

So is it a genuine alternative to the world's most exotic DVD decks? Or are those machines (honed after years of development) still a better bet, as their makers maintain?

Visually, the BD10 is either bland or slickly minimalist, depending on your viewpoint. It lacks the gloss black build of the Samsung model (which frankly feels more up-market), but compensates with a length-wide transparent flap. Unfortunately, when in use this flap will spend most of its time down, revealing a less than glamorous disc tray and transport control-strewn face to the world. And because it's not motorised, it can't be controlled from the remote.

Rear connectivity is good, offering ample scope for hooking up to both high- and standard-def displays (ideal in a multi-screen environment). There's an HDMI output alongside component jacks, plus RGB scart, S-video and composite.


lude digital coaxial and electrical, plus a bank of phono connectors. The latter are particularly important, as these are the only connectors you can use to access the multichannel linear PCM soundtracks, which deliver BD's premium audio format. Linear PCM is too much of a data hog to travel through the conventional digital outputs or the supplied HDMI connector. For that you would need HDMI v1.3.

The analogue outputs need to be run into an amp or receiver with a matching bank of phono audio inputs. Typically these are labelled up for DVD Audio or Super Audio CD connection.

Although BD is a fundamentally different technology to DVD, in use it's much the same, including the provision of a Setup button to configure the player for your display and audio system. It's all fairly straightforward.

Controlling the unit is a surprisingly chunky remote. Although we were originally a bit dismissive of its big-button design, it is at least easy to use. However, out of the

box its control codes clashed immediately with a resident Panasonic DVD recorder. It is possible to change these codes if you have a similar problem.

Powered-up, the player proudly proclaims its BD status via an onscreen logo, but feed it a disc and, like other HD disc players we've seen, it takes some time to read and play. Typically it needs about 30 seconds to get on with the show, from the time a disc is sucked into its guts to when video appears onscreen.

The DMP-BD10 is widely compatible with other disc and file formats. In addition to DVD and CD, it will play multichannel DVD-Audio, RAM
recordings, MP3 and JPEG-strewn CD-R/RWs and even VCD. However, it won't recognise WMA files, DivX or Super Audio CD.

Panasonic has made much of the player's ability to spruce up both CD and DVD, via either up-scaling or re-mastering, both of which use smart-Alec interpolation techniques to guild their respective lilies. In use, both of these work rather well. Upscaled DVDs look clean and detailed. Perhaps the resident scaling is not as skilled as the Realta processing offered by Denon, but the results are pleasing enough.

We also liked Panasonic's ‘remastering' wizardry for enhancing the audio from CD. The processing technique comes in three strengths, each tailored for different musical styles. The unit offers other audio tweaks and filtering, which are subtle at best.

Suffice to say that beneath the hood, the unit boasts 192kHz/24bit DACs for each of its eight channels.

Another unique trick to this BD player is HDAVI, which utilises the HDMI connection to offer full system control between other HDAVI-enabled Panasonic products.

This simplifies usage if you have a full Panasonic setup.

Performance

So just how exciting is this debut Panasonic as a HD disc spinner? In truth, it's difficult to say, because of the vagaries of the BD content released to date and the lack of a decent yardstick.

At its best, image quality is tangibly better than upscaled DVD. The better releases such as S.W.A.T are detailed and glossy in a way that DVD just isn't. The assorted textures inherent in the explosive S.W.A.T add a realistic sheen to the cinematography that pulls you into its outrageous narrative.

The player also ships with an impressive demo disc, with a number of beautifully-encoded musical sequences, and its here that you can really sense the levels of fidelity the deck is capable of.

However, during the review period it soon displayed a propensity to freeze and shut down. On the S.W.A.T. disc it crashed on the trailers section of the menu. However, as the crash could not be repeated, it's unclear if the fault was actually with the movie or the player.

The video engine is without doubt the most advanced yet put in a Panasonic disc player. New P4HD circuitry can process more than 15 billion pixels per second.

The silicon is undeniably powerful. The deck's 297Mhz/14bit video DAC provides

4 x oversampling for 1080i/720p output; NSV (noise shaping video) processing which improves the signal-to-noise ratio; and 14bit signal processing for super-smooth gradations. The DMP-BD10 can theoretically reproduce nearly 4400 billion colours. Pulling 1080p native off disc is the latest Sigma Designs chipset. Incidentally, if the disc has been encoded in 1080/24, it outputs this at 60Hz.

Conclusion

This Panasonic is undeniably a thriller, but despite all the clever chippery, it's not the definitive article. When it comes to audio, the player is incompatible with Dolby TrueHD or DTS Master Audio from Fox (Panasonic expects you to keep an eye open for a firmware update). Instead it downscales these audio formats to either Dolby Digital or DTS. If you want higher quality audio, you need to select the uncompressed linear PCM option provided on other studios' BD platters. And, because it lacks Ethernet connectivity, it's also unable to use BD Live, the as-yet unrealised online interactive feature of the broader Blu-ray package.

Of course, as a DVD player, the DMP-BD10 is definitely impressive. It handles standard-def with authority and does not add to or exaggerate encode/decode artifacts when it upscales. Given HD content it's even better. Blu-ray has begun. Home entertainment will never be the same again.

[Pliscon]

Antwort auf Beitrag Nr.: 26.037.949 von amorphis am 09.12.06 01:17:45

Der Copy-and-Paste-Analyst ist wieder im Board!

[overview]

Antwort auf Beitrag Nr.: 26.049.148 von Pliscon am 09.12.06 14:19:47

Ich gebe auf!

#2040 von Pliscon 09.12.06 14:19:47 Beitrag Nr.: 26.049.148
Sie haben die Beiträge dieses Benutzers ausgeblendet

[Paramedic76]

Antwort auf Beitrag Nr.: 26.056.871 von overview am 09.12.06 17:07:11

Willkommen im Club!

[Pliscon]

Antwort auf Beitrag Nr.: 26.057.443 von Paramedic76 am 09.12.06 17:25:49

Ich hoffe ihr lasst sie auch ausgeblendet, wenn die Sigma-Blase wieder platzt!

[amorphis]

http://www.iptv-news.com/images/stories/newsletter/IPTVNewsA…

[miristegal]

Antwort auf Beitrag Nr.: 26.077.057 von Pliscon am 10.12.06 13:26:58

Please - mir reicht es langsam auch ...

suche dir einen psychiater oder bankberater und am liebsten einen analysten.
ich glaube , du hast noch mehr nachholbedarf - was die börse angeht -als ich.
wenn du son toller hecht bist , musstest du doch wiessen , das manche in diesem TH und auch in VIRO -TH . mit vphm bis 800-1000% gemacht haben. im vphm -TH haste leider keine konstruktiven beiträge geleistet - nicht mal eben Copy-and-Paste , die du wahrscheinlich nicht auswerten kannst.

über deine Copy-and Paste betr. vphm in entsprechendem TH , würde ich mich sehr freuen. geht DAS GANZE VPHN-TH durch - dann biste schlauer oder biste zu faul und nur streitsuchtig?

[maccy1]

Antwort auf Beitrag Nr.: 26.093.437 von miristegal am 10.12.06 22:05:22

hey Leute, geht doch einfach nicht auf diesen dummen Spinner ein, wenn ihr einfach nicht mehr auf seine hirnlosen Kommentare antwortet wird er auch irgendwann schnallen, dass es niemanden interessiert!Das will er doch, dass wir uns über ihn aufregen, lasst ihn schreiben was er will!Das is nen Typ der noch nie ne Freundin hatte und den ganzen Tag vorm Rechner rumfräggelt, sich einmal die Woche duscht, ne dicke fette hässliche Brille trägt nach dem Motto "Karohemd und Samenstau- er studiert Maschinenbau"...obwohl ich glaube nicht das er studiert! Hast du nix besseres anzufangen mit deiner Zeit, wohl zu viel langeweile in deinem Leben, kleiner Tipp: Such dir mal nen paar Freunde, dann kannste mal was unternehmen:-)!

[miristegal]

Antwort auf Beitrag Nr.: 26.094.025 von maccy1 am 10.12.06 22:48:15

ich hoffe , er hats verstanden ab sofort auf I.

[amorphis]

Antwort auf Beitrag Nr.: 26.094.025 von maccy1 am 10.12.06 22:48:15

Karohemd und Samenstau- er studiert Maschinenbau

[amorphis]

Antwort auf Beitrag Nr.: 26.094.295 von amorphis am 10.12.06 23:26:50

so in etwa stell ich mir den typ auch vor....

[overview]

Antwort auf Beitrag Nr.: 26.094.025 von maccy1 am 10.12.06 22:48:15

Zu Deiner Theorie würden auch seine eigenen Threads passen:

"Der wahre Grund für das Schrumpfen des KilimanscharoGletschers"

"Kennt jemand diese Theorie über Neuschwabenland und den Flugscheiben?"

"Mit welcher anderen Religion kommen Moslems klar?"

"11.9.2001 bis heute- Eine Bilanz"

Klingt nach einsamem, unbefriedigtem, verschwörungsgläubigem Menschen, der mangels anderer sozialer Kontakte versucht, Dinge zu ergründen, zu denen ihm der intellektuelle Zugang fehlt.

... kann mich aber auch täuschen - und er ist doch Maschinenbaustudent!

[Pliscon]

Antwort auf Beitrag Nr.: 26.094.025 von maccy1 am 10.12.06 22:48:15

Aha! Wer hier nicht alles über den grünen Klee lobt, wird also direkt beleidigt!

[TradiVolki]

Pliscon: Du hast angefangen, andere zu beleidigen!!!

[Pliscon]

Antwort auf Beitrag Nr.: 26.099.651 von TradiVolki am 11.12.06 11:09:06

nö, ich habe nur auf das hohe KGV und das viel zu hohe Verhältnis von Bilanzsumme bzw Umsatz und der Marktkapitalisierung hingewiesen!


Das ist wohl kaum ne Beleidigung! Aber daraufhin wurde ich hier beleidigt! Nur weil ich nicht alles hochjubele und vielleicht mal ein wenig nachdenke?

[maccy1]

Antwort auf Beitrag Nr.: 26.102.754 von Pliscon am 11.12.06 14:26:26

Hört doch endlich mal auf ihm zu antworten!
Mit solchen Leuten redet man einfach nicht mehr und das Problem löst sich von selbst!

[tastenow]

Hallo Pliscon,

einige der hier Anwesenden haben wohl die gleiche Schule besucht; oder sind doch irgendwie gleich.

Weil jetzt keiner mehr mit Dir spricht und dieser Thread wg. Deiner Hinweise scheinbar an Qualität gewinnt, möchte ich Dir einige Fragen stellen. Ein "konservativ" geschätztes EPS von 1,5 US$ (Staranal. Winter für 2007) entspricht bei einem Kurs von 45 US$ (lechz!) einem KGV von 30. Das erscheint mir nicht zu hoch für einen prosperierenden Wert wie SIGM. Das der MarketValue dabei auf ca. 1 Mrd. US$ gestiegen ist, sollte doch solange nicht kritisch sein, wie die kontinuierliche Margenverbesserung auch bei fallenden Preisen (und die werden fallen) das vergleichbare KGV zur peergroup (Chip) aufrecht erhält.

Wir schätzt Du vor diesem Hintergrund die weitere Entwicklung ein? Wird es in den nächsten 2 Jahren keinen ernstzunehmenden Wettbewerber zu SIGM in diesem Marktsegment geben? Ich kann mir das nicht vorstellen, weil der Hausmeister hier u.a. den iptv-newsletter einstellt. Demnach gibt es kein vergleichbar attraktives Marktsegment - Pharmagenerika mal abgesehen. Warum sollte das von anderen - kapitalstärkeren - Wettbewerbern ausser acht gelassen werden. Demnach steuert wohl alles auf eine Übernahme hin. Einer Marktkapitalisierung von ca. 1 Mrd. US$ sollte dann mindestens ein Ebit von 150 US$ gegenüberstehen. Das erreicht SIGM aber erst bei 0,5 Mrd US$ Umsatz.

Hallo Forum

Für jeden lesenswerten Hinweis in dieser Sache bedanke ich mich gerne bereits an dieser Stelle. Bitte keine Belehrungen zu betriebswirtschaftlichen Kennziffern, wohlwollenden Anmerkungen zu M&A-Proceduren u.ä.


Kennt jemand von Euch einen Termin zu dem das "option-review" abgeschlossen sein soll und möchte es hier posten?

Vielen Dank
Tastenow

[amorphis]

AP
Sigma Surges on Possible Customer Wins
Monday December 11, 1:24 pm ET
Sigma Designs Shares Surge on Speculated Wins of 2 Asian Customers

NEW YORK (AP) -- Shares of Sigma Designs Inc., a maker of chips used in set-top boxes and DVD players, shot up in Monday's trading after an analyst set a premium price target on the stock and said the company may have won new business in Asia.

BWS Financial analyst Hamed Khorsand set a $40 price target on the stock, based on speculation that the company may have landed new business.

"We have learned that Sigma Designs may have won two major customers in Asia. The first being Taiwans Chunghwa Telecom; and the second being Singapore Telecommunications Ltd. Both carriers have announced adoption of IPTV technology based on Microsoft video decoding technology,"

Shares of Sigma Designs, which have traded between $7.99 and $29.12 over the last year, were up $1.30, or 4.8 percent, at $28.22 in afternoon trading on the Nasdaq.

[dosto]

Kennt jemand von Euch einen Termin zu dem das "option-review" abgeschlossen sein soll und möchte es hier posten?

yep.

leider nix rausbekommen, etwas was mich vorerst am allermeisten
interessiert.
Natürlich wackelt die Konkurenz an, und sie braucht keine 2 Jahre,
soviel Vorsprung hat Sigma nicht, ich rechne mit der 2. Hälfte
im Jahre 2007. Wir werden sehen.

[amorphis]

From the BWS report:

We have learned that Sigma Designs may have won two major customers in Asia. The first being Taiwan’s Chunghwa Telecom; and the second being Singapore Telecommunications Limited. Both carriers have announced adoption of IPTV technology based on Microsoft video decoding technology. The ramifications of the wins are that SIGM is now expanding in the Asian markets and securing market share. SIGM currently generates a majority of its revenues from Asia and it would be of no surprise to see the Company expanding its footprint amongst Asian carriers. At the current rate of wins we believe SIGM shares could move above our price target of $30 and are now expecting SIGM shares to trade at $40 by the end of 2007.

Both Chunghwa and SingTel adopting MSFT TV as their choice puts SIGM in the driver's seat for inclusion of the 8634 chipset into set-top boxes. SIGM remains the leader in the market to have MSFT certification for IPTV and to have chips commercially in settop boxes. The commercial availability creates ease with carriers as to the reliability of the chips for a service that is brand new, which in itself comes with customer service issues. The last worry for a carry is the chip inside a set-top box being bad. That is why SIGM has been able to obtain such a large market share position in the IPTV market and the competition has not been able to make much of a dent into market.

There is also the possibility of SIGM being included in a new plasma television to be introduced by Samsung. The model in questions is the HP-T5064 that is expected to have an integrated media center. The television would have an imbedded media center to download and upload PC content. The media player chip is where we think SIGM received the win. SIGM currently sells the 8620 chipset that is included in media adapters made by multiple manufactures. SIGM chips have slowly become included in the newer HDTV televisions on the market and we believe that SIGM has once again received a design win. SIGM has yet to generate $1 million in quarterly sales from HDTV televisions and this is a segment we forecast could grow to $10 million to $12 million annually in the next two years.

Chip production run rate is expected to increase to approximately 1 million units in the fourth quarter and for chips sold to top 7 million in 2007. Service providers have been pushing IPTV out on to the market over the last few months and the deployment is expected to increase by the second half of 2007. SIGM currently does not have any production issues in meeting demand. The high volume of orders for chipsets expected by the end of 2007 should aid the Company in meeting our EPS estimate of $1.19 for the year. If IPTV roll-out accelerates at some carriers than we would expect SIGM to see
EPS of $1.25 to $1.30 in 2007.

Revenue and EPS Estimates
Jan. 2007 $0.23eps/$29.73M
Full Year Jan. 2007 EPS: $0.42/Revenues: $89.73M
Assumes 23.75 million shares outstanding

April 2007 $0.26eps/$32.81M
July 2007 $0.28eps/$35.17M
Oct. 2007 $0.31eps/$39.11M
Jan. 2008 $0.35eps/$43.22M
Full Year Jan. 2008 EPS: $1.20/Revenues: $150.31M
Assumes 25.5 million shares outstanding

[amorphis]

Antwort auf Beitrag Nr.: 26.110.767 von dosto am 11.12.06 20:07:06

hallo dosto...

der vorsprung von sigm ist auch nicht mit 2 jahren zu bezeichnen...der vorsprung wird mit 6-9 monaten beziffert!das problem für die konkurrenz ist doch...einmal in solch einem "settop-bx-cycle" enthalten...wird es schwierig hier "rausgeboxt" zu werden...durch die konkurrenz!auf dem letzten cc wurde bestätigt, dass bisherige kunden von STM z.b. schon unter zugzwang stehen und einen wechseln ins auge gefasst haben!

[dosto]

yep,

andrerseits freut sich jeder über 2 gleichwertige Lieferanten,
in der Semibranche herrscht schon immer k´nallharte Wettbewerb.
Ich hab gerade einen einen Bericht von einem Chinesen-Hersteller
von LCD Bildschirmen und Fersehern, auch diese Burschen schaffen
es nicht einen ordentliche Gewinn zu zauber, Die Gewinnmarge
ist locker gesagt für den Ar..., auch für die Jungs.
Jetzt wollen wir alle neue Ferseher haben und keiner verdient wieder was dran, oder wenige. Die ganze Branche arbeitet ohne
Lustgewinn, wie hieß der Grieche mit dem Stein und den Berg vor sich. So sieht das aus.
Trotzdem Sigma hat noch Zeit, gucken wir, nach oben rechnen
kann ich doch erst, wenn das mit den Optionen geklärt ist,
wer hat die Gehälter bezahlt, die Optionen oder der Erbsenzähler?
Sollte von den Cops nur ein Streifschuß abbekommen (so wirds m.E. kommen, denn die werden nicht alle Companies vor den Kadi ziehen,
oder selbst aburteilen, wahrscheinlich fummeln sie so oder so gerade an einem Gentleman Agreement rum, wo alle scheinbar ne Watschen abbekommen aber ungeschoren davongehen) wird ihnen den
Hype keiner nehmen, warum auch, es bringt money.
Gibts 2 gezielte Steckschüße in die Balls, dann sind sie kastriert.
Warten wirs einfach ab und spielen wir den Ball, wir gehen aufs Jahresende zu und da versucht man sowas in den warmen Tüchern zu
halten. Let-s run.
Ich hab kein Problem, auch nicht mit diesem Problemstellungen.
Ich träd das Ding durch, seit 12,5 egal wie hoch es geht,
da halt ich mich raus, je länger, je besser, je lieber.
roll,baby, roll, all days long.

Machts euch nicht so schwer, das Baby zu beherrschen,
eines Tages gibts nen Salto mort-ade, dann stimmen die Rechnungen nicht mehr.

[amorphis]

Das der MarketValue dabei auf ca. 1 Mrd. US$ gestiegen ist, sollte doch solange nicht kritisch sein, wie die kontinuierliche Margenverbesserung auch bei fallenden Preisen (und die werden fallen) das vergleichbare KGV zur peergroup (Chip) aufrecht erhält.

so...sie werden fallen!bist du dir da so sicher?dann hör dir mal den letzten cc an...was dort zum thema margen berichtet wird!greez

[amorphis]

Antwort auf Beitrag Nr.: 26.111.693 von dosto am 11.12.06 21:02:31

Machts euch nicht so schwer, das Baby zu beherrschen,
eines Tages gibts nen Salto mort-ade, dann stimmen die Rechnungen nicht mehr.

yep...da haste wohl recht....

[amorphis]

Clover's Week

The Vision Thing
IPTV has launched in the UK with BT Vision offering a mix of Freeview and video downloads to the chosen few. Julian Clover reports


BT Vision this week launched its hybrid IPTV and DTT service with the promise of providing the appeal of TV with the interactivity of broadband. The newly named V-box (so that's a name Virgin Media will have to cross off its list) will give customers the 40 or so channels from the Freeview platform direct from their aerial and access to an extensive library of movies and sports content. The Replay TV service includes Channel 4 and The History Channel and BT will be hoping for a swift resolution of the Public Value Test of the BBC’s iPlayer so that further content can be added.

The £199 V-box, manufactured by Philips, will be free to new and existing customers of BT Total Broadband and installed by a BT engineer for an installation fee of £60 and a connection charge of £30. It must be remembered there are varying degrees of free. Customers will then only pay for the content they download. The inbuilt PVR is capable of storing up to 80 hours of content.

The headlines focused in on how BT would be giving Sky a run for its money through access to live Premiership rights from the start of the next season. BT has agreed to distribute the Setanta Sports channel that secured two of the six packages of top-flight football in a new three-year deal. Subscribers will also be able to view a package of “as live” games every Saturday evening. The Setanta channel already has a place on DTT and is far from a BT exclusive. It has an agreement with Top Up TV – which this week reminded the world of its recently launched DTT download proposition – and will be available on Sky and cable. The Saturday evening package was the result of an agreement with Sky itself. Setanta also has the rights to 60 games from the Scottish Premier League and has become a thorn in the side of BSkyB in its acquisition of other sports rights.

BT says that three quarters of Premiership matches will be available to BT Vision customers, but unless England’s football order is turned on its head, the key games will be in the six live packages and without Sky Sports BT will only have two of these.

The rollout has begun with the BT Total Broadband customers that registered their interest earlier this year. The homes will begin to be connected in mid December with BT anticipating to have “hundreds of thousands” of customers by the end of 2007 and between two and three million customers in the medium term. Achieving these numbers will probably be a straightforward task. The difficult bit will be in establishing a revenue stream from people who have not so far chosen pay-TV. As things stand the sports fan will still be heading for satellite and cable – or even the 46,000 subscriber Homechoice that offers the Sky by Wire access to Sky Movies and Sky Sports.

There are also signs of movement within other operators. Mobile operator Vodafone has announced it will offer a version of BT Vision to its customers as part of the new Vodafone at Home service. The first sign of a wholesaling agreement and suggesting that while IPTV delivery, or at least its availability, will become a standard option, it will be delivered by just a handful of subscribers.

Existing BT Total Broadband customers will be the first to experience BT Vision, beginning with those who pre-registered their interest earlier this year. BT will start to fulfil orders from that customer base from mid December, initially connecting thousands of customers then hundreds of thousands by the end of 2007. BT aims to have two to three million BT Vision customers in the medium term.

[amorphis]

UWB gets approval in Europe
Short-range wireless tech given go-ahead

Nancy Gohring

The European Commission's Radio Spectrum Committee has given the green light to UWB (ultrawideband), paving the way for the technology to be used in Europe as early as February 2007.

The committee gave what's known as a "positive regulatory opinion", which means the decision will now be formally adopted by the Commission and will then become binding EU law, said Mona Lund, a press officer for the European Commission.

UWB is a wireless technology that can transmit data at 480Mbps (bits per second) and is designed primarily to move data over short ranges. Applications could include sending video from a computer to a television or photos from a digital camera to a computer.

Lund could not reveal the restrictions that will be put in place to prevent UWB from interfering with other wireless devices, but said that the Commission will publish the regulations over the next few days.

The committee was mindful of existing restrictions on UWB that have already been set in other regions of the world. "Globally harmonised products would of course benefit consumers, and we believe there is sufficient overlap between the UWB regulations in the US and in the EU to encourage manufacturers to produce equipment that can be used in different regions," Lund said.

UWB is expected to be used as a cable replacement. Developers of IPTV (Internet Protocol TV) products are creating UWB devices that can wirelessly send video from an end user's DSL (Digital Subscriber Line) router, for example, to a set-top box connected to a TV.

[dosto]

Antwort auf Beitrag Nr.: 26.111.701 von amorphis am 11.12.06 21:03:07

yep

bin ich mir auch so ziemlich sicher,
wie schon geschrieben, du hast es dort nicht mit Lustknaben zu tun.
Die Endgerätehersteller samt Zubehörfritzen sitzen in
keinen Freudenhäusern.
Am Schluß gehts da nur noch Auge um Auge, Zahn und Zahn.
Preise für die Geräte runter, was drin ist kann den Preis nicht halten. Das wird eines Tages so gespielt. Aber warum sollen wir uns
heute damit die Zeit verkrätzen, gehen wir doch auf die 30
und feiern Weihnachten. Auch nicht schlecht.
Dann bin ich als Träder wieder wech. Und wenn alles gut geht
komm ich als Träder zurück, und wir trewiben euch die Preise weiter,
bis wir keine Lust mehr haben. Dann holt schnellstens die Fundamentalisten, denn dann müßt ihr Argumentieren, heute nicht.

[amorphis]

Antwort auf Beitrag Nr.: 26.112.376 von dosto am 11.12.06 21:45:01

dosto...was denkst du...müsste derzeit einer der "großen" für sigm auf den tisch legen?50$?60$?mehr-weniger?

[dosto]

da denk ich gar nicht darüber nach,
die Branche ist nicht im Übenahmefieber, wo paßt das überhaupt hin?
die denken eher an ASM Pacific-Same time Hold- CSMC oder
Semiconductor MFG, was die wohl stellen werden.
Die Konsolidierung der Semi-Branche findet in anderen Regionen statt, nicht in der 100-250 Mille Ränge, weit höher.

[amorphis]

Antwort auf Beitrag Nr.: 26.112.850 von dosto am 11.12.06 22:09:45

das freut mich zu hören...

[dosto]

Antwort auf Beitrag Nr.: 26.112.886 von amorphis am 11.12.06 22:10:57

hast du jetzt richtig gelsen?

Ich denke Sigma wird im Übernahme-Karussell keine wichtige Rolle
spielen. Die Post geht ein paar Nummern höher ab.
Milliarden Umsätze finden zu Milliarden Umsätze.
Ob kleine zu Milliardenumsätze verschweißt werden, wird
nicht mehr wichtig sein.
Dann lieber einen neuen aus der Nische.

[amorphis]

Antwort auf Beitrag Nr.: 26.113.035 von dosto am 11.12.06 22:20:35

ja habe richtig gelesen. es freut mich wenn sigm nicht übernommen wird...weil es mich freut wenn sie alleine bleiben und auch alleine ernten können!

[dosto]

ok, dann is ja jut,

excuse me, ich bin schon reichlich nervös,
aber bei dem MACD von Sigma kommt mein Adrenalin einfach nicht runter,
außerdem hab ich noch ne jurke die so nen Chip in Gehäuse hat (wahrscheinlich)
BRLC da will ich die 100 tsd $ reinfahren, dann bin ich
so ziemlich empty in den wunderschönen USA habe dann fast nix mehr,
das ich mal bei 3-4 $ gekauft habe.
Und gutes Material zum Spielen wird sich so leicht nicht finden.

[amorphis]

Antwort auf Beitrag Nr.: 26.113.270 von dosto am 11.12.06 22:38:45

was sagt dir der macd?

[dosto]

mir als Träder

take care
die Fallhöhe ist weit, selbst bei 23 wäre nix kaputt im Chart,
allerdings für mich ein paar tausend $

Der Macd ist nun mal der gejagte, so siehts für mich aus.
Da der MARKT eng ist mit den paar Shares, kann alles passieren.
Er schraubt sich weiter hoch, was er muß, oder, gibts für mich
nicht.
Wir sind 100 % über der 200 Tage-LINIE.
Die Aktie ist soweit gerannt, daß sie praktisch nicht anhalten darf.

[dosto]

die letzte Post

ist natürlich aus der Sicht eines Träders.

[amorphis]

Antwort auf Beitrag Nr.: 26.113.626 von dosto am 11.12.06 23:14:47

ja und genau diese sicht war gefragt!

mir ist aufgefallen das SIGM bisher immer so ca. genau auf der 20-tagelinie gedreht hat...wenn hier ein bruch stattfindet...kann man das doch gut als indikator nehmen oder?

[dosto]

naja,

ich orientier mich jetztmal am 9er, den 20er will ich ja vermeiden,
der Katastrophenstrich wäre ja der 40er, soweit wirds nicht kommen.
aber am 20er wäre wieder eine Einstiegschanche für mich.
Also ein 10 Tages-Chart reicht im Moment für mich.
Entweder schwups halt mit Schmackes Richtung 30, oder bei
27 den Rückzug, dann wären die 23-24 gerade richtig für den nächsten Deal auf 30.
Also Tendenz erstmal immer noch nach oben.
Bis anderes gemalt wird.

[dosto]

So jetzt muß ich Richtung Down Under,
da warten sämtliche Nickelbuden auf mich.

[amorphis]

Antwort auf Beitrag Nr.: 26.113.848 von dosto am 11.12.06 23:40:46

ok...good luck in down under...

[amorphis]

AP
Interpharm Moves to 1Q Profit
Wednesday November 15, 1:24 pm ET
Interpharm Holdings Swings to 1st-Quarter Profit As Revenue Surges

HAUPPAUGE, N.Y. (AP) -- Generic drug developer Interpharm Holdings Inc. said Wednesday it swung to a profit during its fiscal first-quarter as sales jumped 57 percent.

After paying preferred dividends, the company earned $243,000, or breakeven per share, compared with a year-ago loss of $488,000, or a penny per share. The number of shares outstanding in the recent quarter doubled to 64.7 million from 32.4 million.

Revenue surged to $22.8 million from $14.5 million.

Interpharm said its gross profit margin rose nearly 12 percent to $39.3 percent. A combination of increased sales and higher margins contributed to a $5 million increase in gross profit.

Research and development costs totaled $3.4 million during the quarter and the company said it will accelerate R&D in 2007.

Shares of Interpharm added 4 cents, or 2.9 percent, to $1.44 on the American Stock Exchange in afternoon trading. The stock has traded between $1.01 and $1.73 over the last 52 weeks.



könnte in den nächsten wochen weiterlaufen!

[Pliscon]

Antwort auf Beitrag Nr.: 26.114.061 von amorphis am 12.12.06 00:07:54

Dosto hat recht! Da geht was runter!

Also vorischt!

[amorphis]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[amorphis]

"
Also vorischt" der war gut...

[Pliscon]

Antwort auf Beitrag Nr.: 26.115.829 von amorphis am 12.12.06 04:31:37

NANA; BITTE KEINE BELEDIGUNGEN

[maccy1]

Antwort auf Beitrag Nr.: 26.116.071 von Pliscon am 12.12.06 05:12:50

@Dosto...Haste Sally Malay...?mist die hätt ich mal halten sollen und nicht mit 20% zufrieden sein:-(

[Pliscon]

Antwort auf Beitrag Nr.: 26.112.660 von amorphis am 11.12.06 22:00:33

was denkst du...müsste derzeit einer der "großen" für sigm auf den tisch legen?50$?60$?mehr-weniger?


Da würde ich eher mal mit 3-5 Dollar rechnen! Sigma muss mal wieder die heiße Luft ablassen!

[amorphis]

Firms Launch IPTV Packages in Rural Revenue Race
By Bob Wallace
Posted on: 12/12/2006

If all goes according to plan, rural and low-tier telcos will be presented next month with a trio of IPTV packages designed to reduce the cost and time needed for them to enter the fast-moving and high-stakes consumer video services market.

The offerings – from Eagle Broadband Inc., Falcon Communications Inc. and SES Americom – offer telcos alternatives to buying, integrating and managing the many components of an IPTV ecosystem, including content and often its delivery to customers.

These contestants, in what some call the "race for the rurals," all have suffered delays of some shape or form in 2006, be they with partners, products or programming. The trio, however, all maintain their packages will be off the launch pad next month. One rural telco sees huge value of the (in some cases, long-promised and promoted) packages.

“If we could have done things over again, and if the product had been available within a few months of when we wanted to launch, we would definitely have taken a long, hard look at it,” claimed Keith Galitz, president of Canby Telcom, which began deploying TV to consumers in parts of Canby, Ore., more than a year ago. The allure, he added, is the ability to share a headend rather than having to buy one – as this system is among the largest expenses in an IPTV ecosystem.

Eagle Broadband was perhaps the first with its approach, which is not turnkey, and was delayed the longest. The company started talking about this opportunity nearly two years ago.

“We decided initially to partner with GlobeCast WorldTV last year, but we both decided to go our separate ways,” recalled Cindy Plagens, sales manager for Eagle. “They wanted to focus their efforts and resources on Tier 1 service providers, and we wanted to focus on opportunities with smaller players. This situation set us back a bit.”

SES Americom’s IP-PRIME package didn’t suffer from strategy changes with partners, but found alleged challenges with set-top boxes ended up delaying its service launch by about six months.

This setback was higher profile as the SES package had been highly and repeatedly promoted by two large rural telco associations – the National Rural Telecommunications Cooperative and the National Telecommunications Cooperative Association – to its membership.

Bryan McGuirk, president of media and enterprise services for SES Americom, cited unspecified problems with set-top boxes as the cause for the delay of IP-PRIME. “In all our hopes and dreams, it would’ve been out earlier this year,” he said in early November.

While McGuirk didn’t note any specific technical issues with the set-top boxes as a reason for the setback – from the summer of 2006 to early 2007 – he did say the lack of volume shipments of the Amino Communications devices was the main culprit. Amino responded by blaming middleware chip vendors.

Rather than delaying its product launch, Falcon, on the other hand, announced its offering nearly two months before it planned to make the package commercially available. Nonetheless, an earlier general availability could’ve resulted in a time-to-market advantage.

IP-PRIME, which was due out this past summer, now is expected to be available commercially early in 2007. An SES executive told xchange at the recent TelcoTV conference that the package will launch with high-definition programming and roughly 400 channels of programming. Programming for SES’s IP-PRIME is delivered by a satellite fleet owned by its parent company.

Falcon said its offering will have HD at an unspecified time next year and only has 145 channels.

The IP/Complete system, according to Falcon, begins with a custom design and flat (but unspecified) subscriber-based pricing. Component-wise, it includes video from the satellite, router, DSLAM on past the middleware. The Falcon system also includes installation, signal management and testing, with final delivery to the set-top box. The vendor claims the signal is fully secure and encrypted throughout the delivery system. The Falcon package uses a video signal from an Intelsat satellite, middleware from Minerva Networks Inc., encryption from Latens Corp., broadband access gear from Occam Networks Inc. and a headend from NetProcessor.

Falcon said the IPTV package is two years in the making, with work culminating with final beta site testing. Turn-on is expected around the turn of the year at BPS Telephone in Bernie, Mo. By comparison, IP-PRIME has been in betas with four rurals for months.

Eagle takes a somewhat divergent approach than the other two companies with its IPTVComplete offering, figuring that most rurals and small telcos already have some type of network infrastructure for programming delivery and are, therefore, more interested in content and other nontransport network components. “Our target market is not greenfields,” said Plagens. “We eliminate a lot of time and upfront engineering with the shared headend piece. We provide the content and let the telco focus on the distribution infrastructure.”

Eagle goes further than headend and content. It built its own set-top boxes and uses middleware from Minerva. Like Falcon, it counts Latens as its conditional access, aka content security, provider. It will offer 200 channels of programming.

Eagle already launched a shared headend to support its offering in Miami, notes Plagens.

[Pliscon]

Antwort auf Beitrag Nr.: 26.141.365 von amorphis am 13.12.06 02:47:04

Und wieder eine Copy and Paste Analyse von Amorphis!


Ich glaube du hast im ganzen Thread nicht einmal eine eigene Meinung zu Sigma geschrieben, geschweige denn eine Einschätzun gegeben!

[overview]

@amorphis

... an dieser Stelle mal ein riesengroßes D A N K E für diesen Thread.

Wenn Du nicht frühzeitig so klar geschrieben hättest, was bei SIGM abgeht und wo Du am Jahresende (Deine Prognose war bis USD 30) den Kurs siehst, säße ich jetzt nicht auf über 130% performance.

Die entscheidenden Hinweise waren ...

#1325 von amorphis 18.04.06
iptv ist groß im kommen...und wird immer größer...sigm hat derzeit alle dicken fische an land gezogen...so ziemlich in jeden großprojekt ist man dabei...viele laufen derzeit an...
bis sich das deutlich in den geschäftszahlen niederschlagen wird...sollte es nicht mehr lange dauern...wenn die firma es schafft...dort positiv zu punkten...und das in einer gewissen regelmäßigkeit...dann ist in ein großer deckel vom kurs weg!ich schätze die chancen auf solch eine situation als sehr gut ein...
das problem ist...die firma wird erst noch unter beweis stellen müssen...das zum einen nachhaltig viel geld verdient wird...und zum anderen muss gezeigt werden...das man den wettbewerbern weiter in der technik überlegen ist!sigm hat bereits für die erste jahreshälfte eine neue serie an chips angekündigt...bin mir nur nicht mehr sicher ob es da um detailinformationen zu diesen ging...oder ob dann die neuen chips verkaufsfertig sind...steht hier irgendwo im threat...den bericht dazu hat byronangel reingestellt...(es wird in der nächsten generation die technik von der kürzlich übernommenen firma integriert sein-das sollte weitere alleinstellungsmerkmale und anwendungsbereiche generieren!)
auch im letzten jahr hatten in den ersten monaten nicht viel zu lachen...aber das geld wird schon noch im verlauf des jahres in sigm fliessen...dessen bin ich mir ziemlich sicher...

#1453 von amorphis 05.06.06
die shorts prügeln momentan richtig den kurs runter...bestes beispiel ist herb greenberg auf cnbc eben gewesen...da wird momentan alles getan um den kurs günstig zu halten...
gleichzeitig steigt dabei der anteil an institutionellen...welche sigm positionen neu aufbauen bzw. bestehende positionen erweitern...
lasst euch nicht verarschen, derzeitige kurse sind ein witz, wer kaufen kann...sollte schrittweise in den markt gehen...der kurs momentan ist ein geschenk... greez

#1518 von amorphis 02.07.06
ES war also doch...DEFINITIV eine ausgemachte "sache" von gewissen akteuren...welche die short-seite so richtig ausreizen wollten...die geschichte...bzw das märchen von einer "krummen" sache bei den "granted stock options" war mehr mittel zum zweck...als alles andere...
der einbruch geplant vollzogen...spekuliert selbst darüber warum, wieso, weshalb...*gg*...für mich steht fest...wer sigm-shares hält...oder diese in den zuletzt schwachen tagen gekauft hat...der tut gut daran diese nicht nur für eine technische erholung zu halten...das ding wird bald zurück"smashen" wie ein flummi...

[amorphis]

Antwort auf Beitrag Nr.: 26.147.778 von Pliscon am 13.12.06 11:31:58

tja pliscon...nimm dir overview als beispiel...von ihm kannste noch ne menge lernen!der konnte mit copy and paste...mitlerweile nen neuen mittelklassewagen verdienen...du gurkst nur wie ein haufen falschgeld durch die threads...und tust dich wichtig - mehr kommt da nicht.

und ich bin mir sicher...hier konnte manch einer deutlich mehr als copy and paste finden....sehr viel mehr!

btw..."copy and paste" war auch solch ein lieblingswort von mr arrogance....und irgendwie auch komisch...seit du da bist...ist er weg!ein schelm...wer dabei böses denkt...

[amorphis]

speziell für dich...lieber pliscon...my friend...

http://rallymonkey.com/video/kenindex.swf

[amorphis]

WINTER_CFA

Of interest: Apple, iTV & SIGM - 1
This recent article from Japan discusses Apple's upcoming iTV product, its price, its functionality, and also SIGM's SMP8630 chip. It does not seem to directly mention whether or not Apple is using the chip (I still don't have any feel either way either at this point). The translation isn't perfect, so it's hard to follow completely at times (if anyone can do better than the Google translator, feel free to weigh in):

http://techon.nikkeibp.co.jp/article/TOPCOL/20061208/125175/

TRANSLATION:

[It tries expecting iTV of the Apple corporation
2006/12/08
Yamada hardness it is good (Nikkei electronics)

Sometimes you try to try doing play be no other choice but to now. That United States Apple Computer and Inc. are in the midst of developing, it is something where the set top box for the home which has been announced (STB) it tries expecting the content gof iTVh privately. It cuts off beforehand, but, because to the last it is play, you do not guarantee the precision of expectation.
@iTV is the development name of STB which is announced in the event which on 2006 September 12th the Apple corporation holds in American San Francisco city, (Tech-On! Related article 1). Steve Jobs of the same company CEO called usual platitude gOne more thingh, gOne last thing andh changed, lecture announced the gloss leaderh was lastly.
@However, if usual gOne more thingh it is the place where sale starts from point in time of announcement but, this time why so was not, 2007 1st quarter sale schedule and made clear. In other words, in the keynote presentation of Macworld Conference & Expo which are done morning 9 o'clock 2007 January 9th (the American Pacific Ocean time) from by Jobs, it means that the possibility iTV being announced formally is very high. If giving of precision non guarantee it throws thickly, it is the case that only now it is.


[The information of iTV which Jobs at the place of the event makes clear will be rearranged. Price 299 U.S. dollars, the wireless LAN (IEEE802.11g), equipping Ethernet and USB2.0 perhaps. HDMI (high-definition multimedia interface), component image, RCA sound and digital optical sound are had as an output terminal. Adopting gFront Rowh as a user interface. Size small-sized desktop machine gMac minih of the same company being a little more widely, is thin. It builds in power source to the substance, that it is thing.
When we assume that LSI it is for STB, $299 is too high?
@Being the place where the specification which becomes clear was rearranged, iTV it will keep examining the material in order to imagine content.
@Jobs using remote control, operated iTV really in the lecture, demonstration did GUI which moves lightly, furthermore the contents transmission service giTunes Storeh which the same company manages (iTS) played back the movie software and showed. In addition, not only animated picture, when also the indication of music and the photograph etc it is possible, it explained.
@The Apple corporation the 640~480 pixel (VGA) did from the day when at this event was done the picture size of the animated picture where iTS sells. As for compressed type MPEG-4 AVC/H.264 (H.264). Simply, as for these specifications being provisional, as for before long corresponding to generally known full HD animated picture discernibly. Therefore, iTV from first there is a playback ability of full HD animated picture, that you think. If so it is not, the necessity to have the HDMI terminal is the expectation which is not.
@As for the shortcut which develops STB of $299 which have such function, it probably is to utilize that private media processor. For example, gSMP8630h of United States Sigma Designs and Inc. (Tech-On! If related article 2) LSI the way is used, it can make such product relatively simply. The manufacturer such as the eye o data equipment and the buffalo even in the country, has sold the product which used the media processor of this kind at approximately 35,000 Yen.]



[But, the fact that it is caught here is the price of iTV. For $299 it is a little to be too high. The product of IO Data and the Buffalo with the optical disk attachment, almost is the same as the schedule price of iTV. When of supply cost of the part is thought from the sale quantity which is expected, though call the Apple corporation which likes the business whose a lot of profit ratio is high, it is the expectation which can be sold more cheaply.
@One more. It seems like Front Row with the private media processor, git is heavy,h that there is a doubt which you say whether GUI can be moved lightly. For example, the micro processor core which SMP8630 which some time ago is put out to example loads is the MIPS core of 300MHz operation. It probably is kind of something where also the media processor of other companies is similar perhaps. In any case, in order for the bee and the load to be heavy in that GUI, you think. As for iTV separately from the private processor for animated picture processing, in for GUI processing and the like there is an operational frequency throughput (1GHz?)In order to load the general-purpose processor which it had, you do not have to think.
@Last doubt is existence of storage. When you say from conclusion, as for the reporter, iTV has loaded the flash memory of 512MB~2GB, as storage that it expects. As for purpose in order to accumulate the contents data temporarily. The connection by the wireless LAN is designated as prerequisite, if is, for playing back which is stabilized, pre-reading the animated picture data, the storage which cash is done probably is necessary, that it is to think.
@Furthermore when you read deeply, in the future, without Mac perhaps from iTV directly, it reaches the point where it can access iTS. iTV has the storage of number GB, if is the processor which has throughput is stacked, this becomes possible. Perhaps, that movie all is retained insufficient capacity but, because if as much as necessary it should have downloaded every time from the server of iTS reason it is, storage of labor assistant is the expectation which is not problem even at number GB. If there is a sufficiently wise processor where network is fast sufficiently, can leave data management it is possible.]

[TMK1263]

Antwort auf Beitrag Nr.: 26.148.718 von amorphis am 13.12.06 12:21:29

Hi

eigentlich gehts keinen was an aber auch ich habe im Sommer nahe am Tief 2000 Stück genommen (ca 7,02 € Schnitt) und dann bis in den September hinein insgesamt 8000 Stück gesammelt. Bin im Moment eigentlich nur nervös ob ich den Zeitpunkt richtig einschätze wenn es an der Zeit ist zu gehen. Aber ich bin sicher auf amorphis ist Verlass !!
Ohne amorphis wäre dies nie möglich gewesen, dafür nochmals danke. Sollte sein Kursziel in 2007 Realität werden ist mein Häuschen bezahlt.
Allerdings mußte ich mir auch die Mühe machen die englischen Texte in mühseliger Arbeit zu übersetzen und mich mit der Storry auseinandersetzen, aber es hat sich allemal ausgezahlt und amorphis ist durchaus in der Lage eine sehr gute Einschätzung der Situation bei Sigma zu tätigen.

[amorphis]

Antwort auf Beitrag Nr.: 26.161.141 von TMK1263 am 13.12.06 21:29:30

danke TMK!!!!drücke dir die daumen mit deinem haus!

[amorphis]

WINTER_CFA


Lest we forget some of the big ones... (Not rated) 13-Dec-06 05:22 pm
...SIGM and its customers have yet to officially announce/acknowledge:

Netgear EVA700 DMA
Linksys DP-1600 DMA
Lenovo E3000 DMA
Aminet13x IPTV set-top box
Daewoo C100/115 set-top boxes
Sony BDP-1 Blu-Ray player
Panasonic DMP-BD10 Blu-Ray player
Acer AT3705W LCD TV
Pioneer Pro 911/915/940 HD plasma TVs

And likely the:

Samsung Samsung HP-T5064 plasma TV
Haier HDTVs
Sharp DV-BP1U Blu-Ray player
LG BD199 Blu-Ray player
Fujitsu-Siemans Myrica Media TV
Samsung 1600C (or et al) set-top

And these are just the ones I have been able to unearth in some fashion.


The tidal wave is nearing, the timing is CES, and negative jabberwockies better have some damn deep pockets ready to help them out over the next month or two.

[amorphis]

Antwort auf Beitrag Nr.: 26.164.850 von amorphis am 14.12.06 01:47:12

WINTER_CFA

Wins and more wins/can't keep up: (4 Ratings) 13-Dec-06 05:05 pm
While I have a little free time, here are (briefly) a bunch of wins found over the past week on several Google fishing trips. FYI, my list of firms using SIGM is now over 5 pages long with over several hundred firms and distinct products.

1) A new 8634 board-level product from InfoEQ ready for use by Japanese CE firm Hagiwara Sys-Com:

http://www.hscjpn.co.jp/corporat/downloa...
http://www.hscjpn.co.jp/co_english/compa...

2) EM8623L-based set-top from EzHomeTech, which supplies designs to many Far Eastern OEMs:

http://www.ezhometech.com/download/IVS-8...

3) 2themax (neat name) 8620-based set-top:

http://www.2themax.com/solutions_chi/vid...

4) LimHD 200i HDTV disk player from Shenzhen-Pulse, at least 862x-based:

http://www.tomacro.com/ProductShow.htm

5) Gowell 8622L-based DVD player:

http://www.gowellent.net/ProductsWeb/h26...

6) Numa VD-260 IP set-top:

http://www.numa.com.tw/ch/index_022.htm

7) Cho-Co EM8623-based Hi-Vision player:

http://www.cho-co.jp/service/stb.html

8) And a whole bunch of products here:

http://products.ec21.com/manufacturers/s...

Skynet Multimedia Player
Dianqian Tech PMP
SK Electronic PMP
Dongguan PMP
Eurome PMP
Foresh HD DVD player
Skysea PMP
StarKeen PMP
Yinlips PMP
Hisen PMP
Everfun PMP

[amorphis]

copy and paste...

[tastenow]

@TMK

Glückwunsch, wo hast Du denn eingesammelt? Bei beabsichtigtem Verkauf rechtzeitig einen Lagerstellenwechsel beantragen. Stoppkurse werden bei den geringen Handelsvolumen in D kaum bedient.

@Hausmeister
Du kopierst selbst meine Vermutungen - siehe multiple Nicks. Das Du Deinen Fanclub hier gefunden hast ist doch schön. Vielleicht trete ich dem ja noch bei, wenn Du meine Einstiegsfrage in unseren Dissens mit deutlich mehr Substanz beantwortest. Warum sollte also das "option-review" resp. die negativen Folgen daraus kein Thema mehr sein? An dieser Stelle gebe ich mich auch gerne mit einer winterlichen Darstellung zufrieden. Bis zum Ende des Fiskaljahres am 28. Januar 07 wird die SEC das Thema beendet haben wollen.

Gruß
tastenow

[Pliscon]

Sigma schon wieder im Minus und keiner merkts!

[amorphis]

Antwort auf Beitrag Nr.: 26.167.141 von tastenow am 14.12.06 07:56:53

was willst du?

[overview]

Antwort auf Beitrag Nr.: 26.167.141 von tastenow am 14.12.06 07:56:53

Wer Leuten Fragen stellt, die er zuvor durch die Anrede als "Hausmeister" herabwürdigt, disqualifiziert sich selbst.

Du hast scheinbar wirklich wertvolle Erfahrungen, von denen alle im Thread profitieren könnten; kurz: Du bist der Größte, Tollste und hast den Längsten. Alles Dinge an denen Pliscon noch arbeitet.

Warum hast Du es dann nötig, so überheblich daherzukommen?

[tastenow]

Antwort auf Beitrag Nr.: 26.168.818 von amorphis am 14.12.06 09:39:21

Ein wenig ausführlicher dargestellt als in Deiner Antwort am 12.11.06 "die aktuelle situation beim thema backdating...ist...das es kein thema ist...ok?"

@ overview
Du hast den Überblick, Herr Überblick, und keine Scheu Deine profunde Meinung zu schreiben. Was hält denn Deine Frau/Freundin von Deinen wiederholt öffentlichen Aufforderungen zum Längenvergleich? Du solltest nicht versuchen, evt. vorhandene Defizite durch lautstarkes Auftreten zu kompensieren. Sprich Dich zu hause aus und alles wird gut. Kannst Du sonst noch einen wertvollen Beitrag leisten der uns alle amüsieren sollte. Wie stehst Du denn zu den Kommentaren des Hausmeisters in denen er kritische Stimmen mit "dümmlich", "Bazille" und "hau ab", "dies ist mein Thread" totreden möchte.

Gruß
tastenow

[overview]

Antwort auf Beitrag Nr.: 26.175.824 von tastenow am 14.12.06 15:14:59

Statt Lust auf "schmeck-jetzt" bleibt nur ein fader Nachgeschmack unverblümter Arroganz.

Wie konnte ich bei soviel zur Schau gestelltem Selbstbewußtsein auch nur einen Hauch von Kritikfähigkeit erwarten?

Noch viel Erfolg beim Aufbau sozialer Kompetenz, Symphatie und persönlicher Souveränität.

[TMK1263]

Antwort auf Beitrag Nr.: 26.167.141 von tastenow am 14.12.06 07:56:53

Danke

Stopkurse setze ich nur gedanklich, keine Angst es gibt keinen Kursrutsch in Deutschland, so schlecht ist mein Nervenkostüm noch nicht

[maccy1]

Antwort auf Beitrag Nr.: 26.182.153 von TMK1263 am 14.12.06 18:35:07

komisch,dass sigm heut net hochgezogen ist und stattdessen im minus geschlossen hat!

[Pliscon]

Hmmm Sigma heute schon wieder ins Minus gerutscht!

[amorphis]

leichtes konsolidieren auf hohem niveau....nur gesund...nichts weiter!

[Pliscon]

Antwort auf Beitrag Nr.: 26.192.652 von amorphis am 15.12.06 03:58:40

so fängt es immer an! Mit leichtem Konsolidieren auf hohem Niveau!

[istanbulman]

bis wieviel $ darf die konsolidierung gehen so das alles noch im grünen bereich ist? 25$? oder anderst gesagt ab wo wird es kritisch?
ich meine der anstieg vom juni bis jetzt da hat sich doch ein sauberer chart entwickelt mit einer stabilen aufwertsdynamik bei wieviel doller wird der gebrochen 25$?
vielen dank

[dosto]

Antwort auf Beitrag Nr.: 26.117.353 von maccy1 am 12.12.06 08:07:20

yep.

AU:LIM-JMB-und SMY

aber nicht long, ich träd.

Sally seit 60 cents und ich habe die im Moment im Depot.
Mit Hoffnung auf 2,50 AD.
Irgendwo bei 3 hab ich aber ne Schranke,
schau mer mal was Nickel so macht.

Ich Träd auch Sigma,
ich hab leider nicht den Nerv von 15 auf 8 runterzugehen,
die, die das aushalten habens halt dann verdient, daß sie
% mehr verdienen als ich.

Und die BWL-Klimmzüge eines Teilnehmers hier sind für mich
auch nicht wichtig.
Hausmeister sind eh die besseren Aktienanleger als Bänker.
So is es nun mal.

[dosto]

Antwort auf Beitrag Nr.: 26.177.402 von overview am 14.12.06 16:04:58

der Mann ist einfach überqualifiziert und kommt nirgendsmehr
wo unter, Außerdem ist er harmlos, er ist 7 Jahre bei W.O.
und hat lediglich 11x geantwortet.
Man solle ihn in Ruhe lassen, er arbeitet an seinem Feindbild.

[amorphis]

Adviser Soapbox
George Gilder Is On A Ken Fisher Kick
George Gilder, Gilder Technology Report 12.14.06, 6:30 PM ET

We all worry about whether our winnings are mostly luck. Throughout the Forbes Investment Cruise (Nov. 25-Dec. 5, 2006) and after, I have been on a Ken Fisher binge. On the cruise Ken made two points, which are relevant to the Gilder Technology Report’s interest, on our prospects for luck with technology stocks in 2007.
Fiber-optics stocks are waking up again. Click here for three names to buy in a resurgent fiber market in Gilder Technology Report.

Fisher's GTRelevant Point One: Because of the large gap between the current low level of long-term interest rates and the relatively high return on equities measured by earnings yields (reverse price-to-earnings ratios), 2007 shapes up as a great year for equities. It will be driven by takeovers, reverse takeovers and other devices that have the effect of reducing the supply and increasing the price of equities across the board.

Fisher's Point Two: Technology stocks will be reasonably safe this time, since technology investors were thoroughly spooked by the millennial collapse. "Technology will not lead the next bear,” he says.
Special Offer: Sigma Designs, Broadcom, Ciena … which tech stocks will lead the market higher in 2007? Click here for guidance from George Gilder in the Gilder Technology Report.

Fisher has been independently judged to have outperformed all other market gurus in predicting broad market movements over the last few decades. He manages $35 billion, is a multi-decade Forbes columnist and is the only one on the Forbes 400 list. As a pundit, he is numero uno. He predicted the technology boom, ignored all the sturm und drang of the late 1990s, with its Y2K panics and trade gap anxieties, and then he perfectly analyzed and timed the technology crash.

Now he has written an instant-classic investment book called The Only Three Questions That Count: Investing by Knowing What Others Don't. Reading his book is a sobering experience. With remorseless logic, he shows it is almost impossible to reliably beat the market. He implies that all experts have their seasons and then dwindle into irrelevance. I like to think that I am a man of many seasons: conservative sex books in the 1970s, Wealth and Poverty and President Reagan in the 1980s, microchips and Qualcomm in the 1990s, premature Life After Television throughout the 1990s, deflationary crash at the millennial turn and now the Telecosm redux.

But I know that most of my investment successes have been at least 75% luck and 25% overconfidence. When I saw a pattern in the retina, I shot my wad or wallet. The other 25% is my prowess at the blarney box; you can add or subtract that as you wish.

Fisher's key insight is that investment is not a craft that can be mastered by merely accumulating information. For both lay people and professionals, it has been shown that beyond a rather low level, more information in itself does not improve investment performance at all. The most persuasive experiments on this point come from betting on racehorses, not the market. But Fisher says you can assume the market is similar. It merely increases confidence and induces the more grandiose errors that overconfidence can feed.
Special Offer: George Putnam recommended Apple Computer at $7.82 in November 2002. Click here for Putnam's turnaround picks for December in the Turnaround Letter.

According to Fisher, the key to winning in investment (I paraphrase him here) is making bets “only” when you know things that most other players in the market don't. I try to supply such information for my subscribers.

Fisher and I agree that the trade gap and the budget deficit are positives for stocks: the bigger the better. (Americans hold far too little debt, and anything that increases it is a plus.) He also celebrates the supply-side tax cuts, though he deems a negative for stocks the currently little noticed all-government budgetary surplus caused by the tax rate reductions.

Otherwise, the crucial investment knowledge pertains to the fundamentals of particular stocks. I try to offer this kind of inside knowledge in the Gilder Technology Report and on the Gildertech blog page, with Charlie Berger’s crucial help and the increasingly valuable contributions of our subscribers on the GTR subscriber message board (the Telecosm Lounge) at www.gildertech.com. The board is the heart of our subscription service. You should use it to gain a Fisher's edge.

The rest of the time, when you do not know anything special, you need the discipline to be invested essentially in funds that diversely mirror the market as a whole. Your greatest ally is capitalism, and the annualized average of 10% gains that the stock market offers, hugely greater than that which is offered by bonds.

After writing the above, however, I read the final thirty pages of Fisher's amazing book and collided with a wall of incomprehension, an opacity of averages. He is right about almost everything. But I believe he is absolutely wrong on one thing. At the end of his book, he relegates stock picking to a secondary or tertiary facet of investment strategy, worth perhaps 10% of your performance, with 70% assigned to the decision among stocks, bonds and cash, and 20% to the choice of subsectors of stocks.
Special Offer: Forbes Wireless Stock Watch portfolio company Leap Wireless International is up 30% since August. Phonic was up 20% just in November. Click here for the latest buys in wireless and telecommunications companies from Forbes Wireless Stock Watch newsletter.

Fisher believes the market absorbs all public information, apparently by some mystical means without any successful stock pickers out there uncovering the facts. He seems not to recognize that all the index funds and carefully benchmarked renditions of the entire market are useless if no one does the fundamental analysis that yields accurate valuations for the companies.

Of course, if you average out stock picks within rote selections of broad stock categories such as health care or technology, Asia or Europe, growth or value, you will find that the major effect on your performance comes from timing the market. The critical factor in Fisher's formula is staying in stocks through thick and thin until those rare moments of transition to major bear markets, which are extremely unusual events and difficult to identify. As I recall, he notes 1929, 1973 and 2000, and that's about it.

Fisher managed to call the turn in 2000 and thus achieved performance that exceeded the market and apparently all his rivals over the last 30 years. He prevailed chiefly by being 100% in equities until 2000 and then getting 100% back in, in 2002. The rest is all benchmarks and occasional sector calls. For example, in an ingenious argument, he shows that the chief effect of an inverted yield curve is to shift leadership from growth companies to value firms that benefit from the free availability of bank loans.

But all this is dwarfed in his model by the effects of getting out of the market before the bear rushes in. Reading Fisher's counsel on how to achieve this feat, I was reminded of my time in the Marine Corps when the medic explained the uses of the caked tube of atropine kept in a back pocket of our cartridge belts as a remedy for a nerve gas attack. As I recall, the medic said that after the attack, we would have around a minute (Fisher gives us a few muddled months) to extract the atropine tube, bear a stretch of arm and plunge in the tube, emptying it into our bloodstreams--the equivalent of being in cash and value.
Special Offer: Chips stocks have been rallying, but there are still great opportunities. Click here for George Gilder’s buys in programmable logic devices and analog chips, along with the complete model telecosm of tech and communications holdings in Gilder Technology Report.

The Marine medic then said that nerve gas is tasteless, smell-less and invisible. Fisher says that every bear is different--black, grizzly, polar or koala--and they are “cross-dressers.” They sneak up on you in sheep's clothing. But if, like the Exorcist, you chant Fisher's three questions, Ursa Major will strip off its mask and reveal himself to you.

Finally the medic warned us that if we used the atropine without breathing nerve gas (the equivalent of no bear at all), the atropine itself would kill us. By analogy, we would be out of the market for every correction and non-correction, every panda and teddy. We would jerk around spastically, leak value and die on Social Security.

Everyone but me was straight-faced at this presentation. I burst into barely suppressed laughter, which was not permitted at Parris Island lectures. I was summoned forward to tell what was funny. I bellowed out, as expected, “Nothing, sir.”

Free of the Parris Island terrors, I will declare that what Fisher prescribes is similarly preposterous. These crashes are exotic events, one of a kind. The sort of vigilance that would allow you to detect them before they happen would also propel you out of the market before many corrections, thus violating the other key Fisher counsel: stay in stocks.

Fisher says his conclusion is based on science. He has conducted regressions that prove it. I say it is nonsense. I myself may well have outperformed his 10-year record as accounted in two appendixes in the back of the book, and I was floundering around like a beached fish during the extended crash. He managed only small losses during the three-year bear, and I lost 74%.

But my list gained far more before the crash (284% in 1999 alone), and while he swept back with a 32% gain in 2003, the Gilder Technology Index had a 130% gain. By now we have pretty much caught up. Check with independent statistician Dick Sears on www.GTIndex.com.

Anyway, Fisher's book is great, in real terms. Everyone should read it. One of the more fascinating parts is his survey of previous disasters and their effect on the markets. He includes the 1918 flu pandemic as an analogy to possible bird flu and concludes it would have virtually no impact. In estimating the impact on the market of the removal of a major U.S. city in a nuclear attack, he analyzes the effects of the San Francisco earthquake and fire early in the last century and the destruction of New Orleans after Katrina. Both metrocidal catastrophes had little or no impact on stocks. Fisher believes that almost anything the terrorists could do is already discounted in current stock prices.

Heroic indeed is his belief in the resilience and robustness of the stock market as a discounter of information. But how does it do it without stock pickers? It is Fisher's view on stock picking that is new and anomalous. He specifically cites and disparages his previous book, Superstocks, that introduced the price-to-sales ratio as a way to find undervalued stocks. He now believes that price/sales has been too widely adopted to yield an edge. The science today shows, says Fisher, that virtually all stock-picking techniques are a waste of time. I disagree. But he says I cannot disagree with him unless I scientifically prove him wrong.

All right. It can be done. I hope to do it in my speech at the New York City Junto meeting on Jan. 4.

George Gilder is editor of the Gilder Technology Report. Click here to order a copy of Ken Fisher’s book, The Only Three Questions That Count: Investing by Knowing What Others Don't.

Send comments and questions to [e-mail].

[tastenow]

Weil CnP hier gerne genommen wird, stelle ich gerne eine lesenswerte Meinung zum letzten CC ein.

Herb Greenberg schreibt:

November 29, 2006
Sigma Designs: As Strange as it Gets
Yet another one for the books: On Tuesday Sigma Designs (sigm), in the midst of an options probe, reported abbreviated third-quarter results that don't include gross margins.

Yet on the company's conference call the company said it is "pleased to report an improvement" in gross margins but failed to give a number. That prompted analysts to play 20-questions. Finally one said, "...You had mentioned back some three months ago that you were looking at one to two percentage points increase in your gross margin percentage. So you're basically saying that you did a bit better than that."

A company exec responded, "That's correct."

So why not report the number outright? Don't blame it on options-related issues because options don't impact the gross margin -- and just about every company that has had options-related issue, even those who have given abbreviated results, have given gross margins. A spokesman hasn't responded (yet) to my query.

That hasn't stopped analysts, already thrilled with better-than-expected revenues, from reporting "better than expected" margins without knowing the actual number or seeing full financials. At least one analyst, operating in the information vacuum, boosted his stock target.

Reality is that while gross margins may be rising, perhaps to 50%, they have been on a swan dive over the past six quarters from 69% to 48% a quarter ago. During that span, the stock has gone from about $8 to $26, including today's 13% rise. The beat goes on...

---------------------------

Hallo Träder, heute viel Zeit weil gestern abend kleines Schlachtfest? Schade, wenn man vom MM so rausgeschüttelt wird. Na, wenn jetzt schon die Chartjünger FibRetracements sehen, kann einem die Boardlektüre vollends vergehen.

Gruß
tastenow

[amorphis]

Antwort auf Beitrag Nr.: 26.214.413 von tastenow am 15.12.06 21:08:40

bist ja 'n richtiger cnp-staranalyst...der vor allem mitte dezember schon beiträge aus dem november findet.

not bad...not bad at all...

stell dir vor...herby greeny is mir keine unbekannte größe...denke die anderen threadteilnehmer kennen ihn auch noch...ist ja nicht lange her...schade das du ein schlechter cnp-fachmann bist.

nicht nur alte kost...auch noch eine meinung eines analysten...der besser keiner wäre....hat er nicht vor ein paar monaten unsere siggy schlecht geredet...wo war das nochmal...ach...so beim tief...ach...jepp...sicher...danach kam ja der move um weit über 200%...ja denn mal prost herby...gell?man du kennst ja fachleute...bin echt krass neidisch. deshalb bitte mach mit deinem freund pliscon einen sigma design - prof. schnaggels - thread auf und basht dort so richtig um die wette...bis die bude rockt...alles klar?wirst sehen...das macht den geist so richtig frei für...naja...für deinen ersten blick übern tellerrand.

greez und auf wiedersehen. see you next year @ 50$...

[amorphis]

hola...

haltet mal lnop im auge...

Press Release Source: LanOptics Ltd.

LanOptics to Increase Its Equity Interest in EZchip Technologies
Thursday December 14, 5:24 pm ET

YOKNEAM, Israel, Dec. 14 /PRNewswire-FirstCall/ -- LanOptics Ltd. (Nasdaq: LNOP - News), a provider of network processors, announced today that two principal shareholders, as well as another shareholder, of its subsidiary EZchip Technologies Ltd. have elected to exchange all of their shares of EZchip for shares of LanOptics. The exchange is being conducted in accordance with a previously disclosed exchange right agreement entered into in 2003 among LanOptics, EZchip and the minority shareholders of EZchip. The exchanges are expected to be completed by the end of 2006.

LanOptics will acquire the equivalent of 15,512,934 EZchip ordinary shares in exchange for the issuance of 3,878,234 LanOptics ordinary shares. The resulting dilution in each LanOptics shareholder's percentage of ownership will be offset by the increase in LanOptics' holdings in EZchip. As a result of the exchanges, LanOptics will increase its ownership interest in the outstanding share capital of EZchip from approximately 60% to approximately 78%. LanOptics' business consists exclusively of the business of EZchip, a company that is engaged in the development of high performance network processors.

This exchange transaction represents another step in LanOptics' long-term plan to acquire 100% ownership of EZchip, a plan that was authorized by LanOptics' shareholders in April 2003. LanOptics believes that the increase in its percentage ownership in EZchip should increase the value of LanOptics and may result in greater benefits to LanOptics' shareholders over the long-term. LanOptics also believes that it is desirable to rationalize its corporate structure by unifying the shareholdings in the two companies and that such unification will also allow various efficiencies in the operation of the businesses.

Following consummation of the exchanges that are being announced today, LanOptics will seek to further increase its holdings in EZchip by pursuing similar exchanges with the two remaining EZchip shareholders. This press release does not constitute an offer by LanOptics to purchase any EZchip shares nor does it constitute an offer to sell any LanOptics shares.

About LanOptics

LanOptics is focused on its subsidiary EZchip Technologies, a fabless semiconductor company providing highly integrated 10-Gigabit and 5-Gigabit network processors. EZchip's network processors provide the flexibility and integration that enable triple-play data, voice and video services in systems that make up the new Carrier Ethernet networks. Flexibility and integration make EZchip's solutions ideal for building systems for a wide range of applications in telecom networks, enterprise backbones and data centers.

For more information on EZchip, visit the web site at http://www.ezchip.com

For more information on LanOptics, visit the web site at http://www.lanoptics.com

"Safe Harbor" statement under the Private Securities Litigation Reform Act of 1995: This release contains forward looking statements that are subject to risks and uncertainties, including, but not limited to, the impact of competitive products, product demand and market acceptance risks, customer order cancellations, reliance on key strategic alliances, fluctuations in operating results, delays in development of highly-complex products and other risks detailed from time to time in the Company's filings with the Securities and Exchange Commission. These risks could cause the Company's actual results for 2006 and beyond to differ materially from those expressed in any forward looking statements made by, or on behalf of LNOP.

[goyauno]

Antwort auf Beitrag Nr.: 26.229.055 von amorphis am 16.12.06 12:25:01

tambien hola, y muchas gracias!!

Re: Great Article: EZchip next Intel? (1 Rating) 26-Nov-06 10:55 am Here it is:

http://networking.seekingalpha.com/artic...

LanOptics' EZChip Poised For Mega-Growth?
Posted on Nov 26th, 2006 with stocks: LNOP

Shlomi Cohen submits: I’m adding LanOptics Ltd. (Nasdaq: LNOP) to my portfolio. I’ve written a lot about LanOptics in recent months, but I hesitated to add it to my portfolio because I thought that its market cap was too high. Until recently, it was a company that could have been defined as a start-up, without substantial sales.

I recently visited LanOptics subsidiary, EZchip Technologies Ltd. in Yokne’am, and I can tell you with assurance that the train has left the station. In other words, I think that the risk in investing in LanOptics has fallen dramatically. It is often better to get on the train at the first station; in other words, to pay a higher price, but to get peace of mind, because you know that the trip is underway, and you won’t be left behind. LanOptics owns 60% of EZchip, which is its sole asset.

No analyst covers EZchip, which is developing processors for communications networks. On the other hand, the company has had unprecedented coverage that is far greater than many analysts of small investment houses could contribute to it. One US site well-known among tech stock investors is George Gilder’s Gilder Technology Report, which I would practically call an “EZ site” because over half the material written there by Gilder and members of his forum, most of whom have a thorough knowledge of engineering, is devoted to the EZ dream.

I was asked by American-Israeli investor Avi Armon to accompany him to Yokne’am. Armon has been a member of Gilder’s forum since the good old days of the bubble.

We’re talking about a processor designed for communications infrastructure, and for a person like myself, who lacks an engineering education, this is usually a black box. Even after a two-hour meeting with EZchip president and CEO Eli Fruchter and CFO Dror Israel, I still didn’t really get it.

I finally understood only when I asked Fruchter to show me the marvelous (and expensive) processor that he is manufacturing at Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM). The processor once cost $700, but has since fallen to $400, and very large customers are buying it for $250. We went to the laboratory, where Fruchter showed a large communications card that resembled a computer motherboard.

In the middle of the card, like an Intel Pentium processor, lies EZchip’s next-generation NP2 processor, the receiver that is the core that processes communications network traffic in the same way that the Pentium processor does for the personal computer.

When I saw the communications card with the EZchip heart, I understood why Gilder has said for so many years that this company will be the next Intel. According to Gilder, the future communications network will be very fast, and within a few years, this will be the real computer in our house. He therefore says now that in the future there will be only one computer company in the world, which will be Cisco Systems Inc. (Nasdaq:CSCO), because it is virtually the exclusive supplier of equipment and software for this network. He says that Cisco’s entourage will be huge content warehouses Google Inc. (Nasdaq:GOOG), Yahoo! Inc. (Nasdaq:YHOO), and Ask.com (IACI).

EZchip only began substantial commercial deliveries in the third quarter of this year, reporting $2.1 million in sales. Research companies have marked 2008 as the year that EZchip’s market will become significant, at $700 million. A third of this figure will be for high-speed processors - EZChip’s specific niche.

The experts believe that the company faces no real competitors. The YouTube era is hungry for high-speed processors, but there are a lot of obstacles on the road, which is why this investment as been called risky but with very high chances.
Rate it:

colupshu



schauen wir mal......

[amorphis]

Antwort auf Beitrag Nr.: 26.231.932 von goyauno am 16.12.06 14:49:28

jepp...auch sau interessant das ding....

[amorphis]

Cisco bids to control IPTV
Grabs for underlying architecture
By Faultline → More by this author
Published Friday 15th December 2006 08:59 GMT
Get The Register's new weekly newsletter for senior IT managers delivered to your inbox, click here.

Analysis Cisco has virtually re-invented IPTV services by dropping key elements of the IPTV experience – VoD, network PVR, fast channel change and packet re-transmission – down a layer into the network layer, sitting on Cisco routers and servers in the network.

The announcements virtually give all the feature functionality that Microsoft has spent three years trying to bring into IPTV at the application layer but lowers the capabilities firmly into Cisco network components.

Cisco is calling the key announcement Visual Quality Experience (VQE), effectively a network appliance that services requests for replacements for lost video packets. But it can also be configured to serve requests for fast channel change information.

One of the problems with IPTV the way it is implemented in most instances, is that the bit error ratio – the number of packet errors naturally occurring in a piece of DSL copper wire – are too numerous for error correction to handle on its own. When this results in an error in an I-frame which provides references points for other frames, an IPTV system cannot render the next 12 or so frames accurately. This affects around half a second of video, and during that time the screen becomes pixellated and unviewable and then rights itself.

This means that copper just won’t cut it when the system moves up to High Definition TV, when around 5 times as much data needs to be sent across the network. The result is that a pixellated frame, referred to as a visual artifact, happens around twice an hour, making it pointless to have a near perfect picture.

As more of the tools in H.264 compression codecs are used, designers want to be able to compress the bit stream further by referring to any of the most recent I-Frames, not just the last one, but in order to do this they would increase the frequency of visual artifacts, unless they had error free transmission.

The internet can manage this using the TCP part of the internet protocol, but it is very difficult and wasteful of network resources to implement this in the multicasting protocol IGMP which is the broadcast element in IPTV. So instead the simpler UDP is used to deliver internet packets in IPTV systems. As a result there are no packet re-transmissions in any IPTV systems that we know of except one designed into Fastweb.

Fastweb supplier Bitband placed packet re-transmissions into the application layer, and increased the buffer size in the set top to allow time for a re-transmission of lost packets, allowing enough time to reinsert them in the right place.

Now Cisco is doing this using the fastest element of the network, the 7600 Series routers that it will pitch to drive the multicast sessions, and reckons that packet retransmissions can be achieved in 100 milliseconds, which is less than the buffer period in existing IPTV set tops.

It will take some re-coding to use this new capability and other new Cisco capabilities, at the set top level, but it should be available in simple standard protocol calls once a network operator chooses to install it.

Cisco says that it is all based on industry standards, including Realtime Transport Control Protocol (RTCP) and Real-time Transport Protocol (RTP), initially shipping as an appliance, and later to be integrated into Cisco 7600 Series routers, which will have to continue to hold copies of the relevant internet packets for a slightly longer period.

<hr class="PageBreak"]

This Cisco product might just as well have been invented directly for AT&T, and its well publicized issues with error correction as the way to go in IPTV, as prescribed by Microsoft’s IPTV system. Microsoft itself has gone on record pointing out that using advanced error correction does not exclude the use of packet re-transmission, in parallel and so may welcome this move.

But the genius in this announcement is that after all the fuss that Microsoft went to, to alter the format of IPTV, by introducing fast channel change from network servers, achieved by blending unicast data gradually with the multicast, has been copied by Cisco, but in the router.

So once a channel change is issued by a set top the system must calculate what I-frames it needs to render the next frame, and get them to the set top at breakneck speed, and instead of going back to the head end, they are supplied by the nearest Cisco 7600 router. This happens in parallel with subscribing to a new multicast channel. The two streams of data must be “blended” at the set top, so that it doesn’t attempt to render a frame before it is ready, but once again by putting this job into the fastest elements of the network, Cisco can ensure that this happens before the buffer from the last program has departed the set top, and before it fills the buffer for the channel change.

We think the channel change will come down to around 350 to 500 milliseconds before it is totally complete, which is roughly in line with the Microsoft IPTV system.

Cisco also announced other features relating to troubleshooting and proactive operator alerts to go with this VQE system.

The other half of the Cisco announcements relate to what sounds like a simple server architecture which allows modular upgrades to VoD servers and adds the load balancing and resilience that Cisco is used to adding for internet web servers.

Cisco calls the new VoD device its Content Delivery System (CDS) which it says will support VoD, network PVR, time-shift TV, but will also support multiple device types, so that VoD can be served just as well to PCs and handsets, as much as to set tops, managing the screen resizing and protocol differences. The system can also splice each video stream with its own advertising and Cisco says that it will be ready for a future when operators choose to offer targeted advertising or personalized content.

The Cisco CDS consists of networked Cisco Content Delivery Engines (CDEs) which can ingest, store, distribute, personalize, and stream content. These are grouped into arrays for storage and/or streaming, working together as a single logical system. Capacity can be expanded by simply attaching additional CDEs to the array.

In August Cisco bought privately held Arroyo Video Solutions, an on-demand TV server business, for about $92m in cash and it is likely that the Arroyo product line forms the basis of this announcement, but even if it is, there is a heavy hand of Cisco know-how in this announcement.

<hr class="PageBreak"}

Cisco claims that the load balancing and resource pooling means that this systems has virtually nonstop service availability and if a CDE fails or is taken offline for maintenance, the platform continues to deliver uninterrupted video services to subscribers, without the need for idle standby units.

Another idea has been taken here from the original Fastweb IPTV system, which allowed for a central cache of content and then edge caching for the most popular content, again designed by Bitband.

Cisco’s system is perhaps even more efficient, eliminating the need to pre-position content at every streaming node. Instead its intelligent edge caching reduces bandwidth requirements on the network backbone by 95 per cent, but ensures that delivery of any VoD content begins within 300 milliseconds regardless of where the content is stored within the network.

A single Cisco CDE can work up to 12 Gbps of streaming bandwidth and can support a maximum ingest rate of more than 750 Mbps, and store a total of 12 TB of content.

Our take on all of this is that Cisco is putting the core IPTV intelligence into the network, at a level so deep that it will be difficult to beat. This can be harnessed by virtually any software above, mostly needing some re-coding at the set top, which of course Cisco can always supply through Kiss and Scientific Atlanta. In this way Cisco attacks Alcatel in IPTV, but not Microsoft nor any other vendor offering middleware only.

So while Cisco would be happy to support Alcatel’s OMP or Lucent’s Imagenio with these capabilities, we know that Alcatel would then lose key elements of the network equipment contract. Similarly Siemens would do the same when it implements Surpass and Myrio. We understand that Cisco has built implementation teams for Minerva IPTV software and it is likely to do this for other middleware systems.

What each of these can now do is sign up with Cisco, and go to their respective operators and say “If you want all the capabilities promised by Microsoft, we can now give you that with our software and our new partner Cisco,” which has a very credible ring to it, and which also drags Cisco into every IPTV RFQ out there.

Copyright © 2006, Faultline

[amorphis]

IPTV/VoD – Let's inject a little rock 'n' roll
By Alexander Cameron, Digital TX Ltd
Published Friday 8th December 2006 14:02 GMT

Industry comment Even 10 seconds of the ridiculously over-valued X-Factor and American Idol make me want to vomit. They are so frighteningly mediocre, vacuous, and repetitive that I invariably find myself staring into a worrying abyss of creative bankruptcy that's pumped into millions of people's homes every night through their TV screen. On the side of the road gossip magazines are flourishing, all with the same look, formula, and material.

Recently when I was mid-rant, complaining about how Simon Cowell, the man who gave us the TeleTubbies single, was able to accurately judge talent at a karaoke popularity contest on its artistic merit, I screamed out that what I wanted was another Jimi Hendrix. That guy blew everyone away and was a revolution. People's hair stood on end when they saw him play on their black and white TVs. Nobody had seen anything like it, even having seen Elvis. The Sex Pistols followed.

I have a confession to make. BT Vision doesn't excite me. Neither do any of the fancy new IPTV services that are rolling out all over the world. I'm thoroughly underwhelmed, and I'm sure I'm not supposed to be feeling that way, working in the IPTV industry. But honesty is usually more important than diplomacy from an advocate. I hope more than anything that they take off as it will be a springboard to more interesting ideas.

The story is the same with every digital TV service. You get a set-top box, a socket in the wall, some menus, and a bunch of TV channels. It costs slightly more every month and there's nothing on, and even more nothing being added to the noise that surrounds maybe three or four watchable channels. You can order expensive movies and play games. You can pause TV and record things to watch later. The novelty wears off after a few days.

I don't care how the content gets to me, neither does anyone else. I want there to be something good on I can get adsorbed into and addicted to. Sports and movie packages. Kids packages. Public service channels. That's great, but it's all the same. Re-package and re-brand all you like. It seems companies build services that are deliberately similar to someone else's, and then they'll hold a meeting with an innovative small business where they interrogate them on what their unique selling point is.

There might be some wisdom in that the great British public like and take to things that are familiar. But in avoiding risks you always take a much bigger one. Risk avoidance has become culturally endemic. The best and most amazing things that have ever happened have been massively different and incredibly risky. They excite and inspire on a greater level. A little rock and roll would do the IPTV business a world of good.

Is this it? Is this the best that billions of dollars and some very clever people can come up with? It's not pressing my buttons, and I know I'm not alone.

I want more. I want a Hendrix. I want to get excited again.

The ironic thing is that IPTV is exciting. Really damned exciting. The possibilities and potential of it are incredible: it's democratising media-land for the first time ever, and economies in the third world are being revitalised through e-learning and technological transformation. The effects will be felt for decades and it's the next stage of the internet walking through our door. But we get yet another cable TV. And the reception is currently a slow hand-clap.

I was at the HQ of a well-known ISP recently and they asked what they could offer in a TV service that was different to what is already out there. A lot of telcos are struggling with how to enter the race because there's not much room for anything new. Everything is targeted to young males under 35 and revolves around Freeview or an expensive LLU network. They have a point. It's not easy. There's only so many triple play and Freeview PVRs you can offer so many ways to package the same old thing.

There's always room for something new.

The more I think about it and the more the days go on, the more I am becoming convinced we need to stop looking at how to put a TV service together and what to put on, and change the way its watched entirely. I'm not talking about some hyped-up, schedule-busting, on-demand system that is a marketing agency's wet dream, but a step further. We need to really come at it all from a different angle and stop being worried that people won't get it or take it up. We need to put something together that's blindingly easy to use and totally, utterly different in every way to what we're used to.

And while we're dreaming it up, we're going to blast Voodoo Chile and Red House from the rafters so the whole world vibrates to the sound of a screaming Fender Stratocaster. Viva La Revolution.

So lately I've been asking myself what I'd do if you gave me £100m for a new TV platform, and it's a rolling mental project that I'm sure will grow into a wild beast over time.

Naturally, everything on demand. Everything. No exceptions. Damn the consequences. Just let the thing run away with itself. You watch what you want, when you feel like it.

Don't make me do anything. I want to sit back and be entertained. I don't care about the wiring or how it gets to me. I don't want to explore or search. I want the best stuff put in front of me but not pushed so much it overwhelms me. I don't want to have use my remote more than necessary. I'm not active, and I don't want red button services. I want you to tell me so I don't have to work after I've got back from a day a work.

I'd start with the whole idea of a live TV "channel" and ditch it outright. A channel is just a playlist of Digibeta tapes and/or digital files that are scheduled to go out one after another from a data centre. Enough of that. We'll have a "now playing" live transmission but from now on, you can tune into anything on the playlist scheduled to TX that day at any time, including things that haven’t shown yet. When you fire up your menu, you get a list of what's playing now. Every item that runs on the TV channel playlist runs on-demand, instead of a continuous stream.

Then, every channel and file would have a label on it telling me how many people were watching it at that moment or had queued it up on their PVR to record it. They would be queued up in terms of how topical and popular they are. I would base my choices on the herd's thoughts, even if that was the truly dire American Idol. Anything that is universally derided by everyone (dating channels with bad audio, cheap porn tat) drops off the menu. I need to be able to delete anything I don't like and banish it from every appearing on my menu again. Offend my eyes, and you are gone in a puff of smoke.

Then I'd pull out the axe and take a leaf from the Stalin school of content distribution, as Universal music did recently. Release everything for free, supported by advertising. Fight the labels and studios if we have to. If you don't want the advertising, upgrade to software that blocks them. All movies for free. All catch-up TV for free. Tell me if I've watched it in the past already and what other people think. Everything, free. No more Teleport or Box Office. That would cost a lot of money, but we have £100m to play with of course, so we wouldn't lose too much sleep.

Stop trying to squeeze more money out of me for everything. I don't want extra charges on my bill, and I don't want to pay silly money for something I only watch once or twice. Put it all in for free and give me a real bargain. Don't give me added extras I don't need or want or lose me in the small print. In my service, everyone gets everything simple, free and packed to the brim.

The physical look of my service would be totally customisable with themes. Design, share, and load your own programme guide. Download someone else's. Channels appear as animated screenshots with pictures instead of text. When you're watching something, your TV is online like MSN Messenger. Your TV is part of a simplified social network like MySpace, where you can add people and things of interest that can introduce you to new programs, movies, artists and material you'd like with a graceful and simple press on the remote. No effort needed.

Why do we even need a set-top box or remote control anyway? My Bluetooth remote is as big as an iPod mini, has hardly any buttons and is sexier than the Wii. I can carry it in my pocket and I can page it from the TV if I lose it somewhere under the piles of gossip magazines my girlfriend has left lying around. While you're at it, give my set-top box the same amount of flash memory I have on my key ring memory stick, not just the pitiful 16Mb I have now. Maybe then there would be enough to do something interesting, software-wise.

I want VideoMail. I want all my messaging available and overlaid on my screen. When I'm watching a movie, I want a discrete Outlook-style alert that I can respond to when I receive a new picture message or voicemail. When I do, my movie should pause automatically and overlay my messaging centre. I don't want to send anything, I just want to sit back, listen to my voicemail, open my VideoMail, read my text messages and laugh at the absurd MMS messages people send me. When I finish and close the overlaid screen, the movie should restart where it left off. I'll turn the alert off if it's too annoying.

Give me TV BitTorrent so I can browse simple lists from torrent search engines with my remote to illegally download pirated movies and TV programmes onto my PVR’s hard drive. Alert me when they're finished downloading and let me share them illegally with other people using the same type of P2P mechanisms I have on my PC. Let me screw with other networks and watch 24 before I'm meant to be able to. Let me make playlists to send to the beautiful girl I like who will think it's romantic that I've taken the time to make her a VoD mix tape. Liberate me.

Then give me a free piece of software I can set up on my PC that streams the illegal files directly to the living room in the right codec and aspect ratio for my TV, so I don't have to watch them on the PC or burn a disc. While we're there, give me network DVD so video on-demand isn't so boring and I can justify spending the money on something that resembles what I'd find in an over-priced Blockbuster. I want to browse the special features and look behind the movie.

I want true reality TV, so rig up all the CCTV cameras in my neighbourhood as live streams I can tune into. Let me stalk my ex-girlfriend and take incriminating snapshots when she falls out of the pub at midnight on a Friday. Let me see if the Indian takeaway is still open and whether there is any coffee on the shelf at Mr Patel's store. I want to stream what's playing on my TV elsewhere in the house, like to my PC or to another TV in another room. In fact, I want it streamed over the internet so I can waste time in the office watching it or show my friends in Canada.

I don't want to go to the cinema on a cold winter evening. Do a deal with Odeon and bring the cinema to my house so I can watch the movie on my spanking new plasma HDTV screen with my girlfriend. When I'm bored I want to watch the popular rubbish on YouTube, so FlashVideo would stream directly onto my TV, using the PC as a decoding/relaying proxy if needs be. Tell me what's good and what everyone else thinks is good, so I don't have to bother working it out and can stroke my stomach on the couch like Bart Simpson.

But most of all, I want to know that what I've got is way beyond Sky Plus and far better than any of the other packaged me-too services you're forced to buy on the high street because there's nothing else. I want to rave about it in the pub and tell everyone how cool it is. I want to know I have all the same things they have and more. I want to be excited. I want to do things differently and in the way I want to. I want you to blow me away and stir my imagination. I don't want to have to get used to it, as I want it to just work out of the box, and be very easy and natural.

And when I connect the scart cable, it needs to be playing Purple Haze at full volume.

© Digital TX Ltd (http://www.digitaltx.tv)

Digital TX Limited is a London-based provider of technology and consultancy solutions for interactive digital television and broadband media. Alexander Cameron can be reached at [e-mail].

Digital TX is now offering a great value one-day workshop course on IPTV and Video On-Demand (VoD) specifically for web and media professionals. It can help you get up to speed on the latest technologies, content deals, operators and applications across the world, and offer immense value in identifying both new opportunities and threats for your business and personal career.

If you would like more information, call Alex on 07986 37317, email [e-mail] or visit www.iptvworkshop.co.uk. Readers who quote The Register as their source will receive a 10 per cent discount on the course fees.
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[Pliscon]

Antwort auf Beitrag Nr.: 26.235.370 von amorphis am 16.12.06 17:43:08

Oh Oh, schon der 3. Tag hintereinander im Minus!!!

[Pliscon]

Antwort auf Beitrag Nr.: 26.204.363 von istanbulman am 15.12.06 14:26:25

bis wieviel $ darf die konsolidierung gehen so das alles noch im grünen bereich ist?

Ich denke, das Luftschloss bröckelt schon...

[amorphis]

Antwort auf Beitrag Nr.: 26.238.676 von Pliscon am 16.12.06 20:51:11

mein gott...frage mich echt was leute wie du überhaupt am markt machen???du kannst nicht mal selbst erkennen wann ein chart vom trend kapput ist...und trotzdem reißt du weiter dein maul auf. LOL

willst du damit auffallen - nach dem motto - ich schließe die augen und bastel mir meine heile welt zusammen...

"Oh Oh, schon der 3. Tag hintereinander im Minus!!! "

jeder blinde sieht...das der chart in ordnung ist...und die verschnaufspause auch mal ganz gesund ist...wen willst du denn erschrecken...wenn sigm mal vom ATH nen $ in mehreren tagen zurückfällt?die frage ist...ist jemand so blöd und lässt sich beeinflussen. aber kleiner...ich mach dir keine hoffnungen...jeder normal denkende mensch kommt nämlich zur ansicht...das nach 90% in 3 monaten...auch mal ein wenig luft geholt werden kann. meld dich wieder...wenn wir mal 50% an einem tag verlieren...dann ist grund zur sorge.nur wirst du es nicht erleben...


Ich denke, das Luftschloss bröckelt schon...


dann nichts wie ab zu deinem berater bei der volksbank...und frag mal an...ob sie dir ein paar shares leihen damit du auch von den fallenden kursen auf der short seite verdienst. kann dir da nur zu raten...so gut wie du bescheid weißt...wird es ja sicher so kommen. geh short und verdien dir deine blauen augen...

[Pliscon]

Antwort auf Beitrag Nr.: 26.242.996 von amorphis am 17.12.06 03:19:16

Du bist aber schon ziemlich nervös, oder?

[amorphis]

Antwort auf Beitrag Nr.: 26.259.893 von Pliscon am 17.12.06 20:13:22

nö...absolut net.

was bringt es auch nervös zu sein????ich als trader und anleger bin ja selbstbestimmend und nicht abhängig von dritten. wenn ich an einen punkt komme...an dem du vielleicht vor nervosität nicht mehr frei handeln kannst...an solch einem punkt kann ich immer noch verkaufen und kasse machen. jemand wie du...der brauch andere die einem sagen wo's lang geht. jemand wie du...der hört auf die gebete der ach so weisen analysten und nicht auf das was der markt real hergibt. tja...und was macht ein pliscon also...wenn die gebete seiner götter vom markt nicht erhört werden...richtig...er wird nervös. zeitgleich setzt dadurch dann auch schon deine blindheit ein...was den markt betrifft. das ist der grund...warum du nicht siehst und verstehst.


amen

[amorphis]

WINTER_CFA


Of interest - 2 huge items here: (Not rated) 17-Dec-06 06:25 pm
Of interest - 2 huge items here: (5 Ratings) 15-Dec-06 11:57 am Out of the office, but had to find a PC and a few minutes to post these:

1) France Telecom held a major meeting for analysts and investors yesterday. Here is one of the stories, from Shanghai Daily of all sources, discussing the event:

http://www.shanghaidaily.com/art/2006/12...

"FRANCE Telecom SA will spend an estimated 270 million euros (US$355 million) over two years to build up its fiber-optic network in France to compete with Iliad SA.

The company aims to connect 150,000 to 200,000 customers to high-speed broadband Internet over the new network by the end of 2008, Paris-based France Telecom said in a statement yesterday.

France Telecom, Europe's second-largest phone company, requires more bandwidth to offer services such as television via the Internet, as the company seeks to lift sales and retain clients, Bloomberg News reported. Iliad, France's second-largest provider of broadband Internet to households, has said it will invest as much as one billion euros through 2012 in a fiber-optic network to French homes.

France Telecom plans to connect customers in the Paris region to the fiber-optic network starting March 2007, and to extend the service to cities including Lyon and Marseille from June 2007, the company said.

The network operator will offer services including Internet access with speeds of up to 100 megabits per second, as well as high-definition TV and unlimited phone calls."

With a rollout of hi def IPTV imminent, I have no doubt that FT has moved to a SIGM-powered set-top solution. Players with a potential win here could include Cisco, Philips, or even Thompson (who needs to get back in the next gen game) or even a combination of these.

Volumes here could certainly build quickly for SIGM in 2007.

Huge news this and I can't wait for the street to fully embrace it along with the realization that SIGM is now TOTALLY dominating advanced IPTV system deployments throughout Europe.

2) On page A15 of today's Wall Street Journal, in a full-page color ad (which I hear currently costs about $75K-$100K), Sony gave the whole page to its new SIGM-powered BDP-S1 Blu-Ray player. Retail sites listed were Best Buy, Circuit City and Sears. While no availability dates were provided, AV forums are indicating that players are already being sold at selected locations.

Sony is obviously preparing for a significant rollout and sales effort for this product. While unit numbers will likely remain relatively modest over the next few months, much bigger numbers could be forthcoming by mid-year and certainly into the 2H of 2007.


What a year 2007 is going to be for SIGM!

[tastenow]

Antwort auf Beitrag Nr.: 26.259.893 von Pliscon am 17.12.06 20:13:22

Hallo Pliscon,

was die zukünftige Entwicklung von SIGM betrifft, bin ich anderer Meinung als Du.
Zustimmung gebe ich Dir in der schlichten aber umso treffenderen Meinung in diesem Beitrag ... der Hausmeister macht sich bald ins Hemd. Namedropper und Phrasendrescher - ohne eigene Meinung, seine Weisheiten bezieht er aus dem Yahoo-Board. Will hier dicke "Danke schön" einsammeln und raucht ganz offensichtlich ungesundes Zeugs. Schimpft auf Analysten und will selbst erhört werden. Dabei ist er unfähig eine eigene Meinung - von Durchhalteparolen einmal abgesehen - darzustellen. Solche Typen kommen und gehen hier reihenweise. War früher mal ganz interessant auf den Boardtreffen welche kennenzulernen.

Hallo Hausmeister,

so wie Du Dir den mündigen Ankeger wünschst, bist Du hier völlig überflüssig. Dann würde doch jeder selbst im Yahoo-Board lesen. So sind Deine CnP-Arien ein netter Service für die Interessierten, die Du doch so sehr verachtest. Nenne nicht nur Kursziele, sag etwas zu Umsatz und Ergebnis von SIGM und gib Deiner Meinung damit Inhalt - ansonsten beibt sie amorph.

Gruß
Tastenow

[amorphis]

Antwort auf Beitrag Nr.: 26.268.418 von tastenow am 18.12.06 08:54:14

ach der wichtigtuer ist wieder am start und gibt seine inhaltslosen forderungen bekannt...weißte was...ich muss dir nix beweisen du null...wer bist du überhaupt das du forderungen stellst???nenne hier regelmässig meine ziele...im letzten jahr lag ich mit meinen 15$ punktgenau richtig...und mit 30$ für 2006 liege ich tendenziell ebenfalls ganz nah am zielwert.

ne schätzung von mir zu den earnings willste...ok...dann mach dir einfach mal die arbeit und lies den thread aufmerksam...anstatt nur mit deinen bullshit kommentaren zu glänzen!dann wirst du auch dazu eine einschätzung von mir persönlich finden.

und nun nochmal was zu der "cnp" technik...

hier steht weit mehr als nur die meinung von winter oder anderen mir bekannten usern des us-yahoo boards...wenn du mit alldem was hier geboten wird nichts anfangen kannst...dann übe selbstkritik und frag dich einfach...ob genügend intelligenz zum verknüpfen einzelner news aus der iptv branche mit sigm vorhanden ist...bzw ob dein wirtschaftsenglisch ausreichend ist...um die vielen englischen artikel zu verstehen. es haben schon andere user vor dir die bitte geäussert und fragen zu einzelnen dingen gestellt...wenn was nicht klar war. allerdings haben die auch nett gefragt und pflegen andere umgangsformen als du es tust. wer gibt dir das recht hier mit titeln bei der anrede zu "glänzen" ? beim letzten mal habe ich deine frage deshalb absichtlich ignoriert.

wenn ich also der hausmeister bin...wer bist du denn dann?hm...wie nennt man jemanden, der sich zu wort meldet...obwohl er nicht gefragt ist...keine ahnung hat...und trotzdem große sprüche auf lager hat?

huh...right...jetzt habe ich deinen neuen namen...du läufst jetzt bei mir unter "wichtigtuer"...und deine meinung fällt solange nicht ins gewicht...bist du mir zeigst...das du es wert bist eine antwort zu erhalten...

also derzeit steht dein persönlicher wert bei mir genau da...wo ein turbo bull stehen würde...wenn er den knockout erreicht hat. (falls du es nicht weiß...bei dir weiß ich's ja nicht...das stichwort ist "wertlos")....also...vielleicht tust du ja was für deinen inneren wert...wäre dir zu wünschen.

greez

[amorphis]

das ist das dümmste was hier bisher einer gepostet hat...aber...auf jeden mit das witzigste...

was die zukünftige Entwicklung von SIGM betrifft, bin ich anderer Meinung als Du.
Zustimmung gebe ich Dir in der schlichten aber umso treffenderen Meinung in diesem Beitrag ... der Hausmeister macht sich bald ins Hemd. Namedropper und Phrasendrescher - ohne eigene Meinung, seine Weisheiten bezieht er aus dem Yahoo-Board. Will hier dicke "Danke schön" einsammeln und raucht ganz offensichtlich ungesundes Zeugs. Schimpft auf Analysten und will selbst erhört werden. Dabei ist er unfähig eine eigene Meinung - von Durchhalteparolen einmal abgesehen - darzustellen. Solche Typen kommen und gehen hier reihenweise. War früher mal ganz interessant auf den Boardtreffen welche kennenzulernen.

man muss das weh tun!soviel dummheit in nur einem einzigen köpfchen...sag bescheid wenn der schmerz nachlässt...allright?!

[amorphis]

der hier gefällt mir besonders...

"Solche Typen kommen und gehen hier reihenweise. War früher mal ganz interessant auf den Boardtreffen welche kennenzulernen."

das kannst du sicher gut beurteilen...so aktiv wie du hier bist...

Benutzername: tastenow
Registriert seit: 29.12.2000 [ seit 2.180 Tagen ]
Benutzer ist momentan: Offline seit dem 18.12.2006 um 08:54
Erstellte Themen: -
Erstellte Antworten: 13

nicht schlecht...13 postings seit 2000....und...noch immer ist dein benutzername nicht "fett" ...registrier dich doch mal zu 100%...oder biste dafür zu feige...bzw hast was zu verbergen...( vielleicht die verbindung zu pliscon?!) lol...so...muss mich mit wichtigeren dinen beschäftigen...geld verdienen...aber...das lachen hat mal kurz spass gemacht. vielen dank für deine "kracher"

[amorphis]

so...zurück zum thema...also nem sigm customer (wir haben schließlich in europa einen marktanteil von 100% )

AFX News Limited
France Telecom launches very high speed broadband network in France
12.15.06, 3:03 AM ET


PARIS (AFX) - France Telecom said it has begun launching its very high speed broadband network in France, a two-year project that will involve investments of 270 mln eur.

It aims to have 150,000-200,000 clients -- out of the potential 1 mln -- in the initial limited scale project, and will decide in 2008 whether to deploy very high speed broadband on a larger scale starting in 2009 based on market and regulatory conditions.

[e-mail]

mjs/tw

COPYRIGHT

Copyright AFX News Limited 2006. All rights reserved.

[amorphis]

Investor's Business Daily
Internet & Technology
Motorola, Cisco Set-To Centered On Set-Tops

BY DANIEL DEL'RE

INVESTOR'S BUSINESS DAILY

Posted 12/15/2006

Cisco Systems (CSCO) and Motorola (MOT) are waging a battle atop home TV sets.

The tech giants the clear leaders in this field are rolling out next-generation set-top boxes for television service providers. While both companies want to sell more set-tops, they also look to that business as a way to sell more of their other, even more lucrative products. The set-tops can also serve as the hubs for home networks that connect to such products as Motorola cell phones and Cisco routers.

While some analysts say the new set-tops are coming out ahead of consumer demand, cable and phone companies want the boxes to roll out more features to attract and keep customers.

Advertisers have skin in the game as well. Set-top boxes can provide data on viewing habits to help target the right ad to the right audience. The machines also enable interactive ads, where a consumer can see a product advertised and with a click of the remote get that advertiser's special product descriptions. No. 1 cable firm Comcast (CMCSA) is running some of these ads, and all of its set-tops come from Motorola or Cisco.

Set-top boxes are as old as cable television. They are those humble little boxes that you plugged into your TV set and VCR.

But Cisco and Motorola have big plans for the new set-tops. The devices seem destined to play a big role in connecting people to the Internet, personal computers and the TV programs they desire. Today's set-top boxes let users order movies on demand and act as digital video recorders that store shows on a hard drive.

When linked by a home network, Motorola's new set-top boxes can share recorded features. So if a teenager records the hit drama "Lost" on the set-top box in the living room, he can watch the show on a networked TV set in his bedroom. In the future, he'll be able to watch it on a networked PC in the study."

Follow Me TV

Motorola calls this feature Follow Me TV. Future versions will let people tap into their home network from any Internet connection. So a traveling businesswoman in a distant hotel can view on her laptop PC the shows she's recorded on her home DVR.

TV sets with such set-tops also can upload digital files — Internet videos, music and photos — from personal computers on the network.

"We're seeing the set-top box become a media center that supports digital content from broadcast networks, personal computers and the Internet," said Dave Davies, vice president of product marketing for Scientific Atlanta, the set-top box maker that Cisco bought this year for nearly $7 billion. "Consumers want to access content — personal or premium — on whichever device is in front of them."

Perhaps most important for Cisco and Motorola, the new set-top boxes can boost sales of their primary products. Follow Me TV will at some point have the ability to let users view TV shows listings and program their DVRs from a cell phone. Mobile phones accounted for 58% of Motorola's $36 billion in sales last year.

Cisco stands to benefit as TV service providers upgrade their networks to carry the video traffic.

William Choi, an analyst with Jefferies & Co., estimates that Cisco derived roughly 25% of its $25.5 billion in 2006 revenue from sales of routers and video gear to providers of pay TV, phone and Internet services.

For advertisers, the new set-top boxes offer a way to get their message in front of an audience. One system later is expected to let advertisers insert different ads into shows recorded on DVRs.

Targeted Advertising

And advertisers will at some point use data from DVRs to figure out which commercials would appeal most to viewers in a particular region.

Satellite TV provider DirecTV (DTV) has worked with DaimlerChrysler's (DCX) Chrysler Group to develop ads that let viewers find local dealers and scroll through photo galleries of different auto models. Cisco and Motorola set-top boxes can offer this capability to cable and phone service providers that are offering a product bundle of TV, phone and Internet services.

Analysts, though, say consumer demand for such advanced features has yet to appear. Most features of the new set-tops require that users get digital TV service. But only 30% of U.S. households have digital cable service, says JupiterResearch. In a recent Jupiter survey, about 5% of consumers say they ordered videos on demand two or more times per month over a 12-month period, while 15% rented two or more movies from video stores.

For now, advanced features like networked TV sets mostly serve to retain customers rather than lure them from rivals, says Adam Martin, an analyst with research firm Yankee Group. Most decisions depend on what's available and at what price.

Todd Chanko of Jupiter agrees. "For the average consumer, services are fungible," he said.

Motorola's Follow Me TV is available only to subscribers of Verizon Communications (VZ) in parts of Texas, California, Florida, Virginia, Maryland, Massachusetts and New York.

Motorola expects cable providers to offer Follow Me TV in the second half of 2007.







was hier auf kurze bzw. tagessicht passiert weiß keiner...und deshalb halte ich auch nichts davon ne prognose für den kommenden tag abzugeben...fest steht...das fundamentale bild...hat sich seit threaderöffnung so gut entwickelt...das man die bisherige entwicklung, was design wins und hochvolumige aufträge betrifft, als IDEALLINIE bezeichnen kann...ohne zu übertreiben. langfristig stört dann selbst das noch ausstehende "options problem" nicht.


also...wer auf kurze schwankungen aus ist...der sichert seine gewinne angemessen ab...um bei einer möglichen korrektur nicht komplett dabei zu sein (dann allerdings das sl eng setzen, sonst bringt es nichts!) und nach erfolgter beruhigung wieder langsam aber sicher voll in den wert zu investieren.

wer noch nicht so lange investiert ist...keine steuern zahlen will bzw wer seine position noch nicht komplett hat und eh in mehreren schritten investieren wollte...der nutzt das ganze dann zum aufstocken und lässt sich nicht verunsichern. die zeichen stehen in sämtlichen sparten auf GREEN IPTV ist jetzt schon der knaller...DMA's , next generation dvd player und hdtv werden ab dem 2. halbjahr '07 immer größere stücke zum gesamten kuchen beisteuern.

also...entscheidet selbst wie ihr verfahren wollt...ich zwinge hier keinen investiert zu bleiben...das fundamentale bild wird immer besser...und ein möglicher kursrückgang...wie er von manchen schwachköpfen hier herbeigepredigt wird...sollte lediglich von sehr temporärer natur sein.

bitte vergesst aber nicht...das anfang '07 bereits die ersten ganz wichtigen termine für sigm anstehen...die größte consumer-electronic messe in den USA...und da hier bisher immer einige nette dinge verkündet wurden...brauch man kein prophet sein...das hier die nächsten aufträge gemeldet werden. z.b. iTV von apple steht derzeit hoch im rennen...

greez

[overview]

Mal meine persönliche Sicht der Dinge:

Ich könnte mir gut vorstellen, daß die Amis (die ja schließlich den Kurs machen) bis Jahresende teilweise ihre guten Gewinne sichern und daß wir die nächsten Tage seitwärts oder etwas leichter tendieren.

Anfang Januar dürfte aber dann der Flumi-Effekt gnadenlos zuschlagen und der Kurs müßte recht schnell so 20 - 25% nach oben laufen.

Irgendwann (April, Mai, Juni 2007 ?) wird dann erstmals die Frage nach möglichem Wettbewerb, der realistischen Bewertung der Aktie und dem tatsächlichen Marktvolumen von IPTV gestellt werden.
Ob wir dann bei 30, 35 oder 50 $ stehen ist mir nicht egal, aber ganz sicher stehen wir deutlich höher als heute.
Erst mit dieser Diskussion wird es einen Rückgang geben, vielleicht sogar bis runter auf 20 oder 25 $, aber entweder im Herbst 2007 oder im Frühjahr 2008 kommt dann nochmal eine Rallye bevor endgültig möglicher Chip-Wettbewerb in den Startlöchern steht. Aber vielleicht hat dann SIGM auch noch weitere Produktlinien im Markt.

Was viele überbewerten: Chip-Wettbewerb ist nicht gleich wie Generika bei Pharma. Wenn ein Pharma-Unternehmen für eine führende Arznei plötzlich mit einem nachgemachten Generika konfrontiert wird, ist das bitter, denn der Endkunde entscheidet.
Wenn bei einem spezialisierten Chip-Hersteller wie SIGMA der Kunde (Hardware-Hersteller) mal beliefert wird, dann wird nicht ohne Not umgestellt (Umstellungskosten in der Produktion, Logistik und der Rückverfolgbarkeit bei Garantiefällen, etc.). Da gibt es einen gewissen Puffer, der solange akzeptiert wird, bis entweder der Chip-Wettbewerb soviel billiger ist, daß es sich wirklich lohnt, oder wenn sowieso neue Baureihen anstehen. Aber wie sollte ein Wettbewerbs-Chiphersteller für einen Noch-Nischenmarkt, bei dem der Marktführer 70% !!! der Chips liefert, eine durch niedrige Herstellkosten begründete attraktive Preispolitik machen können? Da bleibt nur die gnadenlose Subventionierung solcher nachgemachten Produkte, um sich Marktanteile zu kaufen. Und dies wird man erst beginnen, wenn der IPTV-Markt in Stückzahlen p.a. so groß ist, daß sich der Markteintritt für Wettbewerber lohnt.

Die Ängste von Nichtinvestierten à la pliscon in allen Ehren, aber zunächst mal gilt es an der "Psychologie" des Kurses mitzuverdienen.
Wer sich das nicht zutraut, soll pliscons Rat folgen, SIGMA jetzt verkaufen und in VIRO investieren. In 3 Monaten vergleichen wir dann mal wieder...

@tastenow:
Wenn Du weiterhin amorphis als "Hausmeister" ansprichst, hast Du nicht das Niveau, das eine Antwort wert ist.
Es bleibt mir nur die Annahme, daß Dein zeitlich alter aber kaum benutzter Nick nur einer von vielen ist, stimmts "Mr. Arrogance"?
Wer solche multiplen Persönlichkeiten pflegt hat sowieso ein Grundproblem.

[Paramedic76]

Antwort auf Beitrag Nr.: 26.278.154 von overview am 18.12.06 15:48:35

Wie der mal ein Indikator - die beiden "taste und plis" sind hier im Thread - was Plis schreibt kann ich ja nicht mehr lesen, und was macht der Kurs - also laß sie ruhig hier, solange die da sind geht es immer schön weiter.

Viele Grüße

[amorphis]

Antwort auf Beitrag Nr.: 26.278.154 von overview am 18.12.06 15:48:35

overview...eine sache pro sigm's marge hast du noch vergessen...und zwar liegt der schlüssel ja in der funktionalität des chips zusammen mit der msft software!msft fordert halt chips die 100% (oder zumindest annähernd 100% fehlerfrei mit der msft software zusammenarbeiten. bis dato gibt es einfach keinen anderen chip der in der gehobenen klasse (den margenstärkeren premium chips!)..der eben das erfüllt!

einmal im settop-box cycle...wirds schwer für die konkurrenz...zumal die neuen chips...die generation in der auch UWB enthalten sein wird...schon auf der ces vorgestellt werden wird. das hat die konkurrenz auch noch nicht...

greez

[overview]

Antwort auf Beitrag Nr.: 26.278.584 von amorphis am 18.12.06 16:02:07

1. Noch nirgendwo war etwas davon zu lesen, daß ein SIGM-Wettbewerber ein TECHNOLOGISCH interessanteres Produkt in der Pipeline hätte.

2. Selbst wenn Wettbewerbsprodukte über die Preisschiene in den Markt gedrückt werden sollten: SIGM als "First" im Markt kann sukzessive und flexibel seine Margen auf das Preisniveau der Wettbewerber anpassen, um deren Marktanteil weiter kleinzuhalten. Dadurch sinkt zwar evtl. der eigene relative Marktanteil, gleichzeitig kann aber aufgrund des massiv wachsenden Gesamtmarktes ein deutlich größerer Absatz, Umsatz und Gewinn für SIGM entstehen.

Bis ich gegenteilige Informationen habe, betrachte ich SIGM als so etwas wie die "Intel" des IPTV-Marktes.

[amorphis]

tja...pliscon alias tastenow...

auf sigm ist verlass...26,70$...lol...hoffe du bist short gegangen...hab ja gesagt du sollst dir die herzlich gegönnten und gewünschten blauen augen holen...des passt scho!

[overview]

Antwort auf Beitrag Nr.: 26.278.315 von Paramedic76 am 18.12.06 15:53:40

Jaja, die selektive Wahrnehmung (man könnte es auch das Viro-Massivholzbrett vorm Kopf nennen ... ) ermöglicht zwar den pingeligen Hinweis, wenn SIGMA mal ein oder zwei Prozent konsolidiert, aber wenn's dann wie heute zur Eröffnung + 5% hochgeht oder aktuell gut 3% im Plus liegt, dann ist Sendepause ...

[amorphis]

und nun noch eins auf die fresse...smash...

18-Dec-06 08:23 ET

Sigma Designs: CEO says revenues to double next year - BWS Financial (26.37)

BWS Financial notes that France Telecom (FTE) plans to offer HD IPTV service in 2007. The firm says SIGM is the only chipset provider to have a commercially available product for HD IPTV; [suggesting another potential win for SIGM]. Firm also notes that there was a San Jose Mercury News article from December 17, 2006 that stated CEO Thinh Tran believing revenues for fiscal 2008 would double from fiscal 2007. They note that a double from this year would[]mean revenues to be closer to the $180 mln mark compared to their estimate of $150 mln and consensus of $142 mln. SIGM shares [hitting $40 in 2007 should not be difficult]with revenue run rate of $180 million.

**********

18-Dec-06 08:52 ET

Sigma Designs target raised to $34 at Amtech (26.37)

Amtech raises their tgt on SIGM to $34 from $31 and raises their FY08 ests. Firm says they have a much higher level of conviction in their ests based on their new detailed forecast relating to the IPTV market. Also, competitive threats seem to have subsided in the near-term, and the possibility for additional share gains at SIGM in FY08 is very possible. Reits Buy.

[Pliscon]

Was passiert mit jemanden, der zu schnell zu hoch gestiegen ist?

Ihm wird schwindelig!


Passt also gut auf, sonst sind die Gewinne wieder weg!
Das Gleiche ist Amorphis auch mit Viropharma passiert! Da war er auch im Plus, wurde aber dann eiskalt erwischt! Daher ist er auch so voller Hass auf Viropharma! Er ist eben ein Nervenkostüm!

[Pliscon]

Sigma bekommt Probleme mit der Nasdaq!


Sigma Designs Delisting Notice

By Scott Moritz
Senior Writer
12/18/2006 10:59 AM EST
Click here for more stories by Scott Moritz

Sigma Designs (SIGM - commentary - Cramer's Take - Rating) was sent a second delisting notice from the Nasdaq for its failure to meet financial filing deadlines due to a stock option accounting review.

The Milpitas, Calif., TV chipmaker was notified Tuesday by the Nasdaq that it was in violation of its trading guidelines. The company has not issued a statement on the latest letter.

Sigma said in a Dec. 8 filing that it was probing its stock option grant dates and reviewing its bookkeeping. As a result, the company said it would be unable to file a full financial report for the quarter ended Oct. 28.

In September, the company has said that if found discrepancies in its option grant dates and the dates when the grants were recorded.

[amorphis]

wollte zwar nix sagen...aber bevor du hier jmd beeinflusst mit deinem müll...

dann leg mal los experte...fliegt dell jetzt auch?lol...das ich nicht lache!haste überhaupt nen plan welche firmen da sonst noch so fliegen müssten?

bizjournals.com
Dell receives NASDAQ notice
Friday December 15, 6:44 pm ET

Dell Inc. says the NASDAQ stock exchange is threatening to delist its stock after it said Friday that it will delay filing its official fiscal third quarter report with the U.S. Securities and Exchange Commission.


Dell received a notice Friday saying the company is not in compliance with NASDAQ rules because it has not timely filed its quarterly report. Dell got a similar letter September 15, when it failed to file its official second quarter results.

The company appeared before a NASDAQ panel Nov. 2 to present a plan for regaining compliance and to request continued listing on NASDAQ. The panel has not yet rendered a decision.

The company said the delays are caused by uncertainly surrounding two investigations into Dell's previous financial reporting.

The SEC is conducting an investigation into Dell's accounting and financial reporting matters and Dell previously received a subpoena from the United States Attorney for the Southern District of New York, where the NASDAQ is located, related to the same investigation.

Dell says its management is cooperating with the SEC and the U.S. Attorney and is committed to resolving the investigations and regaining SEC and NASDAQ compliance "as soon as possible."

Dell stock fell a little over 1 percent to $26.53 on the widely expected news.

Published December 15, 2006 by the Austin Business Journal

[overview]

Antwort auf Beitrag Nr.: 26.283.793 von amorphis am 18.12.06 19:39:51

Wenn man unter Pliscons "i"-Button mal andere Threads anschaut (besonders seine tollen "Verschwörungsthreads"), dann sieht man, daß dieser Mensch in KEINEM Thread in der Lage ist, "normal" zu kommunizieren und sich generell gern mit jedem anlegt, der eine andere Meinung hat.

Amorphis, ist Dir eigentlich klar, daß Du hier ohne Honorar den Versuch einer Sozialisierungstherapie betreibst?

Amorphis, weißt Du was? - Gib ihm doch einfach mal "recht"!

[Pliscon]

Antwort auf Beitrag Nr.: 26.283.793 von amorphis am 18.12.06 19:39:51

Sigma stürzt langsam in Richtung Minus! Ein wenig mehr Bescheidenheit wäre angebracht!

[Pliscon]

Antwort auf Beitrag Nr.: 26.284.196 von overview am 18.12.06 19:56:58

Warum habe ich nur das Gefühl, dass Overview die Zweit ID von Amorphis ist???

[amorphis]

Antwort auf Beitrag Nr.: 26.285.830 von Pliscon am 18.12.06 21:22:56

frag doch einfach nach bei Wlieber pliscon...damit du es sicher weißt!

weil...spekulieren ist ja net grad dein geschäft...

und...btw...bei den einstürzenden märkten...kein wunder...mir reicht es zu wissen...das sigm im kommenden jahr nun offiziell den umsatz um 100% steigern will. weißt ja sicher was das für die earnings bedeutet... und...btw...das management gibt eigentlich immer prognosen ab...die konservativer natur sind!

[amorphis]

How long can a company remain listed if it becomes filing delinquent because of issues related to accounting for stock options?
When a company is late in filing a required periodic report with the SEC, NASDAQ staff is required to immediately send a delisting letter to the company. The staff does not have discretion to allow a company in this situation additional time to remain listed. However, the staff delist letter may be appealed to a Listing Qualifications Hearings Panel. A request for a hearing before the Panel will stay the delisting pending the Panel's decision.

Members of the Panel are independent of NASDAQ, and are appointed by NASDAQ's Board of Directors. The Panel has the discretion to grant the company additional time to remain listed, provided the company has a specific plan to regain compliance and is taking appropriate steps to deal with the circumstances which caused the delinquency. The Panel may not, however, grant an extension which would exceed the earlier of 90 days from the date of its decision or 180 days from the date of the staff delisting notification.

An issuer may appeal a Panel decision to the NASDAQ Listing and Hearing Review Council ("Listing Council"). The Listing Council, which is also comprised of people independent of NASDAQ, is charged with reviewing all decisions of the Panel and with advising the NASDAQ Board on questions relating to issuer listings. An appeal to the Listing Council does not stay the Panel's decision to deny continued listing to the company. See Appeals Process for additional information.

In addition, all Panel decisions are subject to being called for review by the Listing Council. In connection with a call for review, the Listing Council has the discretion to stay the Panel's decision. Should the Listing Council grant a stay, then the company would remain listed during the pendency of the Listing Council's review. If the Listing Council determines it is appropriate, it may grant the company additional time to regain compliance while listed, until the earlier of 60 days from the date of its decision or 180 days from the Panel's decision.

[Pliscon]

Antwort auf Beitrag Nr.: 26.289.606 von amorphis am 18.12.06 23:27:40

Sigma ist trotzdem noch ins Minus gerutscht!

[tastenow]

Ach, ist das schön. Die selbsternannten Helden dieses Threads ventilieren Intraday Ihren Frust gegen die, die nicht Lemming sein wollen und werden am Abend ganz bescheiden.

Hallo Hausmeister,

tja...pliscon alias tastenow...

auf sigm ist verlass...26,70$...lol...hoffe du bist short gegangen...hab ja gesagt du sollst dir die herzlich gegönnten und gewünschten blauen augen holen...des passt scho!

Nein, ich war nicht short, ich bin kein Trader und habe daher auch gestern kein Geschäft mit SIGM gemacht - leider ist SIGM gestern wieder im Minus vom Markt gegangen, da haben auch Deine Jubelrufe Intraday nichts gebracht. Achtung Satire: Mann, bin ich froh, dass ich heute nicht auf Dich gehört habe, wolltest mir sicher eine Falle stellen, gell?
Was sollen denn die Leute von Dir denken, wenn Deine Jubelrufe bereits nach wenigen Stunden in bitteren Tränen ersticken?

Ich bin in SIGM investiert und werde spätestens im März n.J. verkaufen.

Hallo overview

1. Noch nirgendwo war etwas davon zu lesen, daß ein SIGM-Wettbewerber ein TECHNOLOGISCH interessanteres Produkt in der Pipeline hätte.
Der technologische Vorsprung beträgt nach Aussage des Experten hier ca. 9 Monate und ist damit gleichzusetzen mit einer Generation. Wenn also IPTV das Thema der Zukunft ist - was uns die vielen Beiträge hier aufzeigen - dann ist eine Übernahme am ehesten wahrscheinlich und auch wünschenswert - siehe nächsten Abschnitt.

2. Selbst wenn Wettbewerbsprodukte über die Preisschiene in den Markt gedrückt werden sollten: SIGM als "First" im Markt kann sukzessive und flexibel seine Margen auf das Preisniveau der Wettbewerber anpassen, um deren Marktanteil weiter kleinzuhalten. Dadurch sinkt zwar evtl. der eigene relative Marktanteil, gleichzeitig kann aber aufgrund des massiv wachsenden Gesamtmarktes ein deutlich größerer Absatz, Umsatz und Gewinn für SIGM entstehen.
Es gibt viele Beispiele aus der Vergangenheit, bei denen der sog. "fist mover" überholt wurde. SIGM wird wahrscheinlich ebenfalls von einem der kapitalstarken Semiconductors genommen. Leider geht vorher der Kurs deutlich nach unten, denn die Jungs verstehen ihr Geschäft und Deine These bei sinkenden Margen Marktanteile über den Preis zu gewinnen, steigert ggf. den Absatz, mit einigen Einschränkunden auch den Umsatz - den Gewinn und damit den Kurs sicher nicht. Dell ist dafür ein nicht willkürliches Beispiel. Dem Hausmeister gefiel es, dieses Unternehmen mit SIGM zu vergleichen - siehe einige Beiträge vorher zur "delisting notice".

Es ist also zweimal mit SIGM Geld zu verdienen. Die Kunst besteht jetzt darin, zum richtigen Zeitpunkt zu handeln. Also jetzt auf steigende Kurse und irgendwann auf fallende Kurse zu setzen. Die Zeiten von "sky is the limit" sind längst vorbei.

Gruß
Tastenow

[overview]

Antwort auf Beitrag Nr.: 26.296.809 von tastenow am 19.12.06 08:58:07

Na, da sind wir mal sachlich relativ nah beieinander.

Aber:

ich schrieb von einem technologisch interessanteren Produkt, das ich nicht sehe und nicht nur einem gleichwertigen Produkt, von dem Du schreibst.
Somit bestätigst Du mir, daß im Moment kein Wettbewerber in der Lage ist, technologisch zu überholen und nicht nur aufzuschließen.

Ein "first mover" wird nicht überholt, indem er übernommen wird. Hier schmeißt Du zwei verschiedene Dinge in einen Topf.
Aus Sicht des Technologiemanagements Dell mit SIGM zu vergleichen, ist auch knapp daneben. Die Wissenschaft ist sich in Sachen Technologiemanagement übrigens einig, daß die "First-Strategie" betriebswirtschaftlich die gewinnbringendere ist, die allenfalls von zuviel Kapital des Wettbewerbers (siehe was z.B. Microsoft alles geschluckt oder verhindert hat) zerstört werden kann. Passender Vergleich zu SIGM ist vielleicht Intel - AMD. Die einen machen immer den ersten Schritt, die anderen kommen einfach nicht auf genug Marge und Menge.

SIGM ist wenn Amorphis Analyse stimmt, bei mindestens 70% der IPTV-Setop-Boxen drin. Zusätzlich ist SIGM der große Partner von Microsoft. Es gibt in solchen technologischen Nischen - nicht öffentliche - Beispiele wie bei sinken Einzelmargen in einem stark wachsenden Gesamtmarkt der Gesamtgewinn weiter gesteigert werden kann. Einfaches Rechenbeispiel: Stückmarge sinkt um 30% (!), Markt wächst aber um 100%, Marktanteil sinkt nur minimal, etc.

Und nicht zu unterschätzen sind für jeden SIGM-Wettbewerber die technologischen + marktbedingten Eintrittshürden, also Verhältnis SIGM + Microsoft, 70% Marktanteil für SIGM bei den ersten Generationen IPTV-Boxen, etc.
Ob dann ein Wettbewerbsmanager entscheidet, in einem für große Chiphersteller noch kleinen Markt Geld zu verbrennen, um Marktanteile zu kaufen ... damit rechne ich erst zu einem späteren Zeitpunkt ab ca. 2008 wenn die Stückzahl von z.B. 10% Marktanteil sich auch für Wettbewerber "rechnet".

[Pliscon]

Begründungen lassen sich doch immer finden, wenn es um irrationale Kursanstiege geht!



Fakt ist, dass das Gewinnwachstum der nächsten 5 Jahre schon im Kurs eingepreist ist!

[Pliscon]

Antwort auf Beitrag Nr.: 26.302.087 von Pliscon am 19.12.06 12:22:45

Hmmm Sigma gerade 3,5% im Minus!

[Gulliver]

die chancen stehen nicht schlecht, dass man sigm zu 23$ bekommt. dann ist das earnings-gap auch zu -50er als entry-point. stopp würde ich bei 22$ setzen, darunter ist leider ne menge platz. der macd mahnt zur vorsicht - lässt ebenfalls ne menge raum. ist halt schon sehr gut gelaufen...

@pliscon,

deine ganzen begründungen sind unsinn. sigm läßt sich fundamental nicht vernünftig bewerten. so lange sie die umsätze und earnings im bisherigen tempo weitersteigern, werden auch die kurse mittelfristig neue höchsttände erreichen. der markt liebt einfach solche stories und feuert damit schöne "momentum-stories" an.

mit einer dcf-prognose kannst du sigm nicht greifen, niemand kann seriös voraussagen was die in 2008 umsetzen und verdienen. bei diesem typ aktien kannst du nur peer-group vergleiche und pe-growth-ratios als grundlage nehmen...und die lassen bei weiterhin hohen wachstumsraten noch einiges potential nach oben.

sigm kannst du nicht kaufen, liegen lassen und in 3 jahren wieder nachschauen. da gebe ich tastenow etc. recht, dass bis dahin wettbewerber, abnehmer oder partner wie msft die preise massiv gedrückt haben - gegenteilige management-äußerungen zählen nix!

aber die nächsten 6-12 monate kann der wert noch einige kursgewinne produzieren.

alles gute
gulliver

[Pliscon]

Antwort auf Beitrag Nr.: 26.313.843 von Gulliver am 19.12.06 19:26:29

mit einer dcf-prognose kannst du sigm nicht greifen, niemand kann seriös voraussagen was die in 2008 umsetzen und verdienen

Natürlich kann man die Größenordnung abschätzen! Es gibt natürliche Wachstumsgrenzen und das ist die Produktionsmenge! Was Sigma nicht mehr im Markt umsetzen kann, das werden früher oder später die Konkurrenten machen!

Das mit dem "Unsinn" solltest du wenigstens mal Erklären!

Mach mal bitte ne eigene Rechnung und zeige mir wieviel Sigma in den nächsten Jahren verdienen muss, damit sie die hohe Marktkap rechtfertigen können!

Außerdem steht noch das Delisting an der Nasdaq im Raum!

[amorphis]

Antwort auf Beitrag Nr.: 26.318.197 von Pliscon am 19.12.06 20:55:01

pliscon...dann bin ich mal gespannt, was für eine beispielrechnung du für uns parat hast!

[miristegal]

Antwort auf Beitrag Nr.: 26.318.197 von Pliscon am 19.12.06 20:55:01

aber lieber Pliscon :


Natürlich kann man die Größenordnung abschätzen! Es gibt natürliche Wachstumsgrenzen und das ist die Produktionsmenge! Was Sigma nicht mehr im Markt umsetzen kann, das werden früher oder später die Konkurrenten machen!

nun ist auch bei mir schluss mit lustig.nicht quatschen - BEWEISEN . biste überhaupt SIGM investiert JA oder JEIN. keine ausrede mehr und keine diskus -FAKTEN BITTEsonst kannste deine glaubwürdigkeit in frage stellen.

in VIRO haste auch keine bannbrechende postings zu verfügung gestelltdu suchst nur streit. wie wärs - du verbrauchst die hälfte deiner onlinezeit mit suchen nach NEWS über die aktien

[amorphis]

Major Holders Get Major Holders for:


% of Shares Held by All Insider and 5% Owners: 10%
% of Shares Held by Institutional & Mutual Fund Owners: 44%
% of Float Held by Institutional & Mutual Fund Owners: 48%
Number of Institutions Holding Shares: 74

institutional ownership auf dem höchsten stand seit threaderöffnung!

greez

[amorphis]

http://www.sigmadesigns.com/public/Products/EM8620L/pdf_file…

http://www.sigmadesigns.com/public/Products/EM8620L/pdf_file…

http://www.sigmadesigns.com/public/Products/EM8620L/pdf_file…


NEW CHIPS out there...

[Pliscon]

Antwort auf Beitrag Nr.: 26.345.664 von amorphis am 20.12.06 18:52:56

Intraday mal wieder sehr schwach! Sigma wird wie eine heiße Kartoffeln fallengelassen!

[amorphis]

Antwort auf Beitrag Nr.: 26.358.739 von Pliscon am 21.12.06 00:42:48

lol!

ich weiß was ich mache...verschone mich mit deiner grütze!

ich wusste auch warum ich vor ein paar wochen statt vphm SIGA gekauft habe...

[amorphis]

jaja...ne is klar...der markt lässt sich ja gar nicht abschätzen...hier haste schwarz auf weiß...was da anrollt...pliscon laber schön weiter...ich sage nur iptv ist in 2 jahren multi-billion $$$$ schwer...tja und rate mal wer ein dickes fettes stück vom kuchen bekommt - bei 70-75% weltmarktanteil....?

na schepperts?

70 millionen abonnenten...in 2009...tja und dabei gehts um projekte die jetzt an den start gehen oder grad gestartet sind...in denen wir in den settop boxen stecken...ist gut möglich das in 50 millionen der abos ne sigm box zum einsatz kommt...der clou ist dann noch...das die haushalte im schnitt derzeit 2,3 boxen benötigen...weil man je tv eine separate box braucht...50 millionen * 2,3 sind 115 millionen...multiplizier das ganze mal mit 20$ je chip...und du bist bei etwa 2,3 mrd $ an umsatz allein durch IPTV...wer das nicht glaubt...der glaubt es halt nicht!ende und aus!was bleibt da noch zu sagen...davon abgesehen werden die sparten HDTV, BLUE RAY und Co, DMA'S ebenfalls immer stärker werden und auch ihren teil dazu beitragen...das hier ein multi-mrd $ umsatz in wenigen jahren möglich ist...und du mein lieber pliscon laberst was von zu teuer...bei nicht mal 600 millionen $ MK!dir fehlt die fantasie...eindeutig...nur...hier braucht man nicht mal fantasie bzw auf etwas zocken...die aufträge die sigm jetzt bereits in der täsch hat...die reichen für außergewöhnliches!du redest über dinge...die du im ganzen gar nicht einschätzen kannst. weil du halt keine ahnung vom thema hast...und meinst...nur weil der kurs so gut gelaufen ist...ist es ne luftnummer!statt sich zu fragen hat das evtl gute gründe...naja...das ganze theater ist mir mitlerweile auch zu blöd mit dir. ich habe nix davon ob du die story verstehst...oder denkst die story ist luft. denk was du willst...

auf jeden fall haste jetzt deine rechnung!für jeden leicht nachvollziehbar!und btw...vphm wird sicher gut laufen bis 2009..aber ich habe große zweifel...das sie ebenfalls die chance bis dahin auf einen mrd $ umsatz haben.


Despite hurdles, Asia's IPTV market continues to surge forward

BY STEPHEN LAS MARIAS

Content bottleneck, regulatory issues, and competition from incumbent TV services, in particular, cable TV, are among the obstacles facing the Internet Protocol TV (IPTV) industry. However, the market is still optimistic of continued growth; according to Infonetics Research, IPTV is expected to have 68.9 million subscribers by 2009 worldwide. Infonetics also forecasts that IPTV service revenue and service provider capex will increase dramatically; and sales of IPTV equipment will reach $6.8 billion from $371 million in 2005.

In the Asia-Pacific region, the number of IPTV subscribers more than tripled between 2004 and 2005 where faster forms of DSL like VDSL2 and ADSL2/2+ are stimulating subscriber growth, according to Infonetics. Meanwhile, In-Stat reports that the Asia/Pacific market is expected to reach 39 million IPTV subscribers by 2011, and that the total IPTV revenue in the region will reach $8.1 billion. In China alone, In-Stat predicts that the IPTV subscribers will grow to about 4.5 million by 2008, especially with the coming of the Beijing Olympic Games.

"The number one market for us today is China," noted Brian Caskey, VP Global Marketing, UTStarcom Inc. "We’ve done very well in that market—we won 90 percent of all commercially licensed contracts in the region. We started in Harbin with about 5,000 subscribers for trial, and that exploded to about 80,000 or 90,000 subscribers to date, so you can see how quickly this happened." UTStarcom is the current supplier of IPTV to China’s only two licensed IPTV operations in Harbin and Shanghai. Harbin began signing up customers at the end of 2005, while Shanghai started two months ago.

"We see a secondary market evolving very quickly, and that market is India. Probably six months ago, there were only two service providers that were evaluating IPTV. Now several providers are testing and evaluating the IPTV in that market," added Casky. "Vietnam is also a strong market for us; we doubled the number of subscribers there last year."

Understanding the behavior of viewing
At present, one of the major issues for IPTV is content. In fact, according to Casky, content is maybe more important to the infrastructures themselves. "It is one thing to have a great infrastructure; it is one thing to deliver. But if you don’t have the right thing to deliver, it won't work out. We really have to understand the regions; what content to provide in different geographies, and specific locations throughout the country."

UTStarcom is currently working with the Chinese government and media authorities to create more cooperation between telecom operators and media companies for the content. "We'll do the same in India—establish a relationship with a strong content provider to make sure we understand what we are doing," said Casky.

Meanwhile, a lot of the IPTV models today are simply replications of existing TV formats: HDTV, cable TV, or broadcast networks. While the current TV model is broadcast, there is barely little content that is of interest to a subscriber, according to him. "The current model is fundamentally flawed. I haven't heard a subscriber yell out 'I want more content.' People just want more of what they want," Casky noted. "Right now, it's not 13, 14 or 20 channels of broadcast; it is 70, 80 or 100 channels. If you look at IPTV, you still have to look at clear differentiation."

According to Casky, the reason why the Internet is successful is that you can get massive amount of information on a topic you are specifically interested in. The same goes for IPTV; a successful IPTV model will have to be able to allow massive amounts of flexibility for the subscribers. "That is really the key, and our system has the ability to understand the behavior of viewing," he said. This means that the system will take note of the subscriber profile in terms of the programs that he watch, and will be able to offer value-added services to the advertisers as well in the sense that it will only give the advertisements specific to the subscriber profile.

At the recent ITU Telecom World 2006 in Hong Kong early this month, Communications Weekly, a leading publication under the guidance of the Ministry of Information Industry (MII) in China, awarded UTStarcom's RollingStream end-to-end IPTV solution the best IPTV solution worldwide. UTStarcom also received the Development Contribution Award from the MII for its collaboration on developing IPTV standards with the MII in China.

[amorphis]

btw pliscon...bei vphm wird im schnitt mit 200 millionen an umsatz für '07 gerechnet (lauf yahoo)...derzeit wiegt vphm etwas über 1 mrd $ an der börse!der ceo hat fürs kommende jahr mindestens 180-200 $ an umsatz angekündigt...und...die schätzungen wurden zuletzt immer übertroffen...du billigst also bei gleichem umsatzniveau...deiner viro mehr zu...aber..soll ich dir mal was sagen...sigm wächst im gegensatz zu vphm die kommenden 3 jahre 3-stellig!macht mir grad mal wieder so richtig spass dir vor augen zu halten...was für einen käse du so von dir gibst...nach deiner logik müsste vphm das größere luftschloss sein...denn...die kommen von einer weitaus niedrigeren basis...und sigm bietet sogar noch den vorteil das sie nicht erst die pipe durchboxen müssen...da sie in langfristigen großen projekten stecken...und hier nicht mehr scheitern können. du machst hier angst mit sinkende margen...puh von mir aus...lass die marge doch 2009 statt jetzt 50% in 2009 nur noch bei 30% sein...bei 3 mrd $ umsatz immer noch nen fetter gewinn...aber sigm ist ja soooooo teuer...

[amorphis]

Antwort auf Beitrag Nr.: 26.359.981 von amorphis am 21.12.06 03:43:41

der ceo hat fürs kommende jahr mindestens 180-200 $ an umsatz angekündigt..


soltte heißen der ceo von SIGM

[amorphis]

noch fragen zur story?

Microsoft IPTV platform leverages Sigma Designs’
SoC processors for SD and HDTV set-top boxes


Microsoft recently trumpeted the fact that several set-top
box manufacturers are ready to deliver products that
support its IPTV Edition platform. The Microsoft design
relies upon System-on-Chip (SoC) processor designs,
as opposed to multiprocessor designs that assign settop
operations and video decoding to separate chips.
Set-top products using the Sigma Designs SMP8634
SoC device and the Microsoft TV IPTV Edition include
Cisco Systems, whose Linksys/KISS STBs will be built by
Scientific Atlanta alongside SA’s own products. Scientific
Atlanta is now a Cisco company. Other set-top suppliers
using the SMP8634 include Motorola, Royal Philips and
Tatung. All of them support standard and high-definition
programming and advanced video coding.
To meet deployment deadlines, AT&T’s initial U-verse
IPTV subscribers were provided with Intel 854-based settops
from Tatung. As Motorola and Tatung SoC units
begin to ship, AT&T subscribers are likely to get those
instead, since they support HDTV.
BT subscribers will receive DiT-series hybrid set-top
boxes made by Philips, which contain a DVB-T receiver
for live television and a separate receiver for VOD
delivered as IP video over DSL. Microsoft has updated
the IPTV Edition software to support the hybrid
environment. Verizon’s FiOS TV subscribers get Motorola
QIP-series hybrid set-top boxes that receive QAMmodulated
live TV and IP-based VOD over fibre.
Microsoft TV will also support IPTV set-top boxes that
incorporate STB7109 SoC devices from
STMicroelectronics. Set-tops using that chip will appear
in the first quarter of 2007.
Report: Steve Hawley

aus:

http://www.digitalmediapublishing.co.uk/media/files/iptvnews…

[amorphis]

Antwort auf Beitrag Nr.: 26.360.010 von amorphis am 21.12.06 03:48:17

http://hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-269111…

[amorphis]

"The number one market for us today is China," noted Brian Caskey, VP Global Marketing, UTStarcom Inc. "We’ve done very well in that market—we won 90 percent of all commercially licensed contracts in the region. We started in Harbin with about 5,000 subscribers for trial, and that exploded to about 80,000 or 90,000 subscribers to date, so you can see how quickly this happened." UTStarcom is the current supplier of IPTV to China’s only two licensed IPTV operations in Harbin and Shanghai. Harbin began signing up customers at the end of 2005, while Shanghai started two months ago.

wie schnell das alles geht... ach was...ne ne... utsi verwendet ja sigm-powered-boxen...

[amorphis]

zu utsi:

http://www.sigmadesigns.com/public/Company/press_releases/05…

[Pliscon]

Antwort auf Beitrag Nr.: 26.359.987 von amorphis am 21.12.06 03:44:34

der ceo hat fürs kommende jahr mindestens 180-200 $ an umsatz angekündigt..

Und das bei einer Marktkapitalisierung von 600 Mio Dollar!

Da sind aber die nächsten 5 Jahre Umsatzwachstum schon eingepreist!

[Pliscon]

Antwort auf Beitrag Nr.: 26.360.010 von amorphis am 21.12.06 03:48:17

Deine tolle Toppmeldung ist von November!

[amorphis]

Antwort auf Beitrag Nr.: 26.365.171 von Pliscon am 21.12.06 10:27:00

ach...und weil sie von november ist...ist sie völlig wertlos???

[amorphis]

Antwort auf Beitrag Nr.: 26.365.139 von Pliscon am 21.12.06 10:25:54

der ceo hat fürs kommende jahr mindestens 180-200 $ an umsatz angekündigt..

Und das bei einer Marktkapitalisierung von 600 Mio Dollar! aufmerksam

Da sind aber die nächsten 5 Jahre Umsatzwachstum schon eingepreist!


vergleich den jahresumsatz einer vphm mit der aktuellen MK von VPHM!

[overview]

Antwort auf Beitrag Nr.: 26.368.886 von amorphis am 21.12.06 13:14:07

... was stört es Pliscon, wenn "seine" VPHM bei vergleichbarem Umsatz in 2007e wie SIGMA heute bereits die 2,5-fache Marktkapitalisierung wie SIGMA hat?
Da ist dann auch seine Hoffnung auch einen weiteren VIRO-Kurstanstieg auch noch nicht eingepreist, nein, nein, wie denn auch.

Man muß sich einfach damit abfinden, daß bestimmte Leute mit ihren eigenen Argumenten sich selbst ad absurdum führen und es nicht mal merken.

Und jetzt wette ich mit Amorphis um einen Kasten seines Lieblingsgetränks, daß Pliscon es nicht schafft zuzugeben, daß er hier ein völlig falsches Argument gebracht hat!

[amorphis]

Mainland China to Have Over 32 Million Mobile Video Users in 2008
Mobile Video in China
email this page

SINGAPORE - December 21, 2006 Contact: Beth Schechner
Contact PR
www.abiresearch.com

The mobile video market in China will take off in 2008, driven by interest in the Beijing Olympics. A new study from ABI Research forecasts total mobile video users at more than 32 million in 2008; about 27% of these consumers will use broadcasting technology, and 73% will use unicast streaming technology, while a number of viewers are likely to use both.

In 2006, SARFT, the Chinese State Administration of Radio, Film, and Television, announced two handset-related standards. DAB is likely to be the first phase of mobile multimedia broadcasting standards development in China. DAB paves the way for upgrading to China's proposed mobile multimedia broadcasting standard, T-DMB, a terrestrial implementation of SK Telecom's mobile video format.

Because both standards are voluntary, there are questions surrounding their effect in the market. "It is likely that local media groups and TV stations will deploy DAB initially, and implement T-DMB at a later date," says ABI research director Jake Saunders. "The Chinese government will give preference to a standard that will be used in the 2008 Olympics, and DAB has been listed as one of the broadcast services that will be available at the Beijing Games."

"Although lack of content is still deemed to be a bottleneck for mobile video in mainland China, the problem will be solved in the next two years," adds Saunders. "The current content shortage is caused by the limited number of handset TV SP licenses. When more companies obtain licenses, competition will become the lubricant to drive up the market."

Meanwhile in Hong Kong, mobile operators are active in mobile video streaming. Their international operations backgrounds allow them to provide diversified content to users. PCCW's experience in operating its IPTV business will boost its performance in the 3G market. ABI Research forecasts approximately 715,000 mobile video users in Hong Kong in 2008, of which 99% will be streaming users. In Taiwan, ABI Research forecasts that there will be over 1.5 million mobile video users in 2008, with 97% receiving content via streaming.

"Mobile Video in China" analyzes the mobile video market in mainland China, Hong Kong, and Taiwan. It lists the streaming mobile services offered by mobile operators in the three areas, discusses the regulatory environment in mainland China, and charts the directions that will be taken by mobile video development based on different technologies. It forms part of two ABI Research Services: Mobile Content and Mobile Devices.

Founded in 1990 and headquartered in New York, ABI Research maintains global operations supporting annual research programs, intelligence services and market reports in broadband and multimedia, RFID & contactless, M2M, wireless connectivity, mobile wireless, transportation and emerging technologies. For information visit www.abiresearch.com, or call +1.516.624.2500.

[Pliscon]

Antwort auf Beitrag Nr.: 26.368.858 von amorphis am 21.12.06 13:13:00

ach...und weil sie von november ist...ist sie völlig wertlos???

Eventuell schonmal darauf gekommen, dass die längst im Kurs eingepreist ist???


Ansonsten geht der Verfall von Sigma weiter! heute wieder im Minus!

[miristegal]

Hi
hab zur Zeit PC-problem und bin in cafe-it.

daher wünsche ich allen ein FWF.
mein besonderer dank gilt AMORPHIS und zwar dafür, daas er mir zu einem zeitpunkt , wo hier noch keiner über ITPV bescheid wusste,einen tip gab. bei mir hats gefunkt.

gestern war bei mir ein fachmann , um meine laptpos auf trab zu bringen.hatte nicht geschaft, aber ein modem v. telekom mitgebracht , der schon ITPV -fähig ist, der leider auf mein provider nicht ansprach. auf meine frage - ITPV - kaufen bis sich die ballken biegen.

IST KEINE KAUFEMPFELUNG VON MIR-DAMIT ES AUCH MANCHEN AUCH KLAR WIRD

PS. an VIRO-TH. hab keine lust. pliscon - deine paste werde ich mit sicherheit über mein ÜP jagen. beide versionen ausdrucken lassen und mit kumpels, die der englischen sprache mächtig sind-reichlich unter die lupe nehmen.darauf kannste dich verlassen und meine entscheidungen treffen. das galt auch für die wetrvolle PASTE v. amoprphis

Der "Kripo-WO" im VIRO-TH wünsche ich eine reiche bescherung unterm christbaum und v. christkindle. den rest schaft ihr ja mit links an der börse - in diesem sinne - guten rutsch

[miristegal]

Antwort auf Beitrag Nr.: 26.384.168 von Pliscon am 21.12.06 23:30:54

ach nee , is ja klar - viro mächtig im plus

[amorphis]

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News Analysis December 18, 2006, 12:00AM EST
Can UTStarcom Regain Its Shine?
After considerable financial and management turmoil, the telecom gear maker may soon be back in the black—but still ripe for a takeover

by Olga Kharif

The shooting star that was UTStarcom has lost a lot of shine lately. Once known for annually doubling sales and profits, the telecommunications equipment maker dipped into the red in 2005 and has remained there.

UTStarcom (UTSI) long has specialized in equipment for a wireless technology that's used in China and Japan but is being overtaken by rival systems. And its recent pronouncements read like a litany of woe. In November, the gear maker said it's reviewing methods of granting equities and it has delayed filing quarterly results—a move that could trigger a debt default in January. Nasdaq had threatened to delist it. And after the company's chief executive said he'd be leaving, his replacement announced that he wouldn't be taking the position after all. UTStarcom hired Merrill Lynch (MER) to explore "strategic alternatives to enhance shareholder value."

That's not all UTStarcom is doing to spark a turnaround, though. The company plans to clarify its CEO situation in the next two weeks, says Brian Caskey, vice-president of global marketing. "The company is cognizant we need to do something very quickly," he says. One possibility is that longtime CEO Hong Lu, who was planning to step down at the end of the year, will stay on.
Attractive Target

More important, UTStarcom is gaining traction in IPTV, or Internet protocol TV, a technology that allows for streaming TV channels over the Internet, in growing markets such as China, India, and Japan. The company boasts 90% market share in IPTV in China, which is expected to have some 20 million paying IPTV customers by 2010, up from 250,000 users today, says Albert Lin, an analyst at American Technology Research. On Dec. 13, Lin released a report predicting that UTStarcom's revenue growth and gross margins will pick up in coming months. UTStarcom may finally turn profitable again by the end of 2007, Lin says.

It doesn't hurt that UTStarcom has established relationships with local carriers and content providers such as Shanghai Media Group, ties that are likely to keep UTStarcom in the lead for a while, says Lin (see BusinessWeek.com, 12/7/06, "China IPTV Hungry for Content"). In 2007, UTStarcom also expects to become the largest provider of broadband and IPTV equipment in India, where seven operators are testing or deploying its gear, up from three just six months ago, says Caskey.

All that could make UTStarcom an attractive acquisition target in the coming months. Rivals like Cisco (CSCO), Alcatel-Lucent (ALU), and Nortel (NT) have yet to grab a substantial foothold in IPTV in Asia. And one of them—or a private equity fund—could make a play for UTStarcom before long, acquiring it or taking it private, analysts say. Cisco, expected to redouble efforts in IPTV in 2007, has already demonstrated its interest in the Chinese market by acquiring dozens of local companies. Most recently, on Dec. 13, it purchased an interest in China Communications Services, a telecom support services outfit.
Potential Suitors

But Alcatel, which recently gobbled up fellow gear maker Lucent, may be the front-runner. "Culturally, Alcatel is more likely to do it," Lin believes. "It's already decided it's critical to be of large size." Alcatel-Lucent, Cisco, and Nortel won't comment on acquisition rumors. But Ken Couch, director of marketing for Nortel's video solutions group, admits his company, which is concentrating on North America and Europe, is consciously staying out of the Asian IPTV market: "Asia typically has a very different set of requirements to penetrate that market," he says. "It's very relational."

PC makers may also want to consider a play for UTStarcom, some analysts say. Computer makers like Apple (AAPL) are increasingly eyeing the potential for IPTV technology to make their machines the center of home entertainment. UTStarcom, meanwhile, offers a complete line of IPTV-related products, ranging from set-top boxes to underlying infrastructure. The company's IPTV systems can learn viewer preferences and serve up the content and ads users will find most useful.

How much might an acquirer be willing to pay for all this? As much as $15 a share, estimates Lin. That's a hefty 67% premium to the current stock price, which has already risen since earlier this year.
Diversification Efforts

Some of UTStarcom's other businesses are showing promise as well. Its cell-phone distribution unit recently won a contract with a returning customer, up-and-coming handset manufacturer Pantech & Curitel. What's more, UTStarcom's own handsets are gaining in popularity: Verizon Wireless, a joint venture of Verizon (VZ) and Vodafone (VOD), began carrying its shock- and water-resistant phone. Mobile carrier Virgin Mobile USA recently introduced UTStarcom's Slice, a thin candybar phone. "UTStarcom really stepped up and put together a beautiful model," says Howard Handler, chief marketing officer for Virgin. "We believe in UTStarcom." He won't say whether more orders are in the offing.

UTStarcom, meantime, is likely to introduce more higher-end cell-phone models in the coming year, says Allyn Hall, an analyst with consultancy In-Stat.

And UTStarcom could diversify into even more promising new growth areas in the future. While it hasn't made any product announcements yet, the company recently showcased its WiMAX wireless broadband technology. UTStarcom already delivers Wi-Fi Web-calling phones to Internet-calling provider Vonage (VG).

New products could drastically improve UTStarcom's margins. Today more than half of the company's sales come from its distribution business, which yields 5% gross margins, Lin estimates. But IPTV boasts fatter margins that could widen to 25% in coming years, and while it only accounts for about 10% of sales now, the contribution is expected to double by 2010, Lin says.

To be sure, the rebound won't come swiftly, and possibly not in time to keep UTStarcom out of the crosshairs of an acquirer. Even so, the company's star—or at least its stock—is poised to rise.

Kharif is a reporter for BusinessWeek.com in Portland, Ore.

[amorphis]

ups...

[overview]

Antwort auf Beitrag Nr.: 26.384.168 von Pliscon am 21.12.06 23:30:54

Stimmt, Sigma ist "mächtig" im Minus in den letzten Tagen.

Erinnerst Du Dich noch daran, als Amorphis von einer "Seitwärtsbewegung" bei Viro sprach, Du dagegen zum Umschichten von SIGMA- in Viro-Aktien aufgerufen hattest? War das nicht so um Ende September / Anfang Oktober ?



schwarz: Sigma / blau: Viro

Und das "Schlimmste" kommt erst noch: die Überwindung der 35$ in den ersten Wochen des Jahres 2007.

Aber sicher läuft bis dahin Viro viiiiiieeeeeel besser, sicher lieber Pliscon, sicher ...

[Pliscon]

Ob bei Sigma bald eine Bombe platzt?
Untersuchung bei den stock options? Nicht dass es da noch nachträgliche Wertberichtigungen für diese beiden Quartale geben wird!



The company said earlier it is waiting to file for both those quarters because of an internal investigation into its stock option practices and related accounting.

[amorphis]

Antwort auf Beitrag Nr.: 26.393.892 von Pliscon am 22.12.06 10:18:23

es wurde ja nichts berichtet!

[2FAST]

IPTV in China is taking off: (4 Ratings) 22-Dec-06 08:32 am
"Shanghai IPTV Users Break 60000 In Three Months"

http://www.chinatechnews.com/2006/12/22/...

"Shanghai now has more than 60000 IPTV users since the IPTV number issuance in September 2006 and the user number in the city is expected to at least double in 2007.

In September, Shanghai Media Group launched IPTV service in Shanghai in cooperation with Shanghai Telecom. Together they offered the service at three different cost levels: RMB40 per month, RMB60 per month and RMB100 per months to cater to different demands.

Li Huaiyu, a representative from SMG's IPTV business, says that they will offer more preferential policies next year to further expand within the market.

At present, Shanghai's IPTV provides more than 70 TV programs and about 3000 hours of VOD. SMG and Shanghai Telecom hope to add more functions to the IPTV service next year."


Lest we forget, China has a HUGE broadband market already:

http://www.redherring.com/Article.aspx?a...

"China will supersede the United States as the leader in broadband in less than a year, said a report Monday.

China’s broadband sector has been growing at a 79 percent compound annual growth rate over the last three years. The strong growth will continue to boost the broadband market, which will reach 79 million subscribers by 2007 and 139 million by 2010, according to the London-based research and consulting group Ovum.

"We believe China’s broadband development will continue to benefit from a booming economy, growing incomes, expanding PC penetration, and new applications such as VoIP and IPTV,” said analyst Kevin Lee, in the report. “The Olympics will provide another boost."


What % of Chinese users use broadband for TV viewing? A lot:

http://www.imnewswatch.com/archives/2006...

"70% of Chinese broadband users watch TV over broadband"


As we know, UTStarcom has stated that they have won 90% of the Chinese IPTV market so far and SIGM is their primary to sole chip solution for this country.

This is Growth Analysis 101, not advanced calculus.

Perhaps even the addlepates that currently populate this board will get it at some point.

[2FAST]

Cable and what it needs to do: (5 Ratings) 22-Dec-06 09:00 am
There was a great article earlier this week on the multichannel.com website:

"Not So High on High Definition - Squeezed Signals Mean Some HDTV Customers Aren't Happy With What They See"

http://www.multichannel.com/article/CA64...

Excerpts of interest:

"...even the best HD signals cable and satellite providers deliver aren't good enough."

"Quite frankly, there aren't really any great broadcast or cable HD sources, wrote GeorgeLV in the site's HDTV Programming forum...what annoys him about HD networks is the frequent picture “smearing” or “macroblocking,” an effect in which fast-moving elements look like a mosaic of square tiles."

"What he's complaining about, basically, is compression. Every HD signal transmitted over a cable network or satellite must be compressed. That's because a single, uncompressed HD stream at 1080i, currently the highest-resolution specification in wide use, consumes about 1.4 Gigabits of bandwidth per second — 36 times the capacity available via one channel in a modern cable network."

"...to conserve additional space on bandwidth-starved systems, virtually all operators ratchet down some HD channels even further, to as low as a 10-Mbps stream, in a process known as transcoding. The AVSForum guys derisively refer to the result as “HD Lite."

"The balancing act for the cable industry is to continue to deliver more HD programming while not squeezing it past the point beyond which HD isn't HD anymore. And to do it at a time when typical capacity of 750 Megahertz (with some up at 870 MHz) is stretched thin already by the 500-Mhz analog tier of channels, not to mention new standard- and high-definition video-on-demand services operators are starting to offer."

"For cable, the only way out of the woods and into the fields of 100-plus HD channels is to free up large quantities of bandwidth.

There aren't any cheap-and-easy fixes. The options are ones operators have been driving toward for years: shrinking or eliminating the analog tier; moving to switched broadcast video, which transmits a program only when one or more subscribers are watching it; or adopting MPEG-4 video encoding, which is roughly twice as efficient as MPEG-2. Each will require wide-scale set-top box upgrades or replacements, as well as new equipment in headends, to effectively reclaim bandwidth."


It seems to me (and many others from CSCO and MSFT to many cable execs themselves) that a move to switched video will be mandatory for MSOs before long. Fortunately, MOT and CSCO are actively working on IPTV set-top solutions for the cable sector. These boxes will not use, at least according to current indications, incumbent cable set-top chip suppliers like BRCM and CNXT, but SIGM. The timeframe for the rollout of these boxes is late 2007 through 2009 and while it remains to be seen just who does get the slot wins here, there is clearly a huge opportunity for SIGM as the premier supplier of advanced IPTV STB chipsets.

All roads lead to SIGM.

[tastenow]

Hallo 2FAST,

herzlich willkommen bei W:O. Du hast Dich vor 14 Tagen hier registriert und heute Deine ersten beiden Beiträge in diesem Forum gepostet. Dabei bist Du sofort in den Wettbewerb der Disziplin CnP getreten und triffst dabei auf harte Konkurrenz eines etablierten Teilnehmers. Ich hoffe, Ihr habt Euer gedeihliches Auskommen miteinander .

Gruß
Tastenow

[tastenow]

Hallo Forum,

nach meiner bescheidenen Recherche ist an der FH Paderborn eine Diplomarbeit im Zusammenhang mit SIGM erstellt worden. Wenn ich mich recht erinnere wurde am Beispiel SIGM die Strategie eines Technologieführers in einem schnelllebigen Markt erläutert.

Leider bleiben die IP-Rechte eines solchen Werkes nicht beim Author. Die Bitte Teile daraus hier zur Verfügung zu stellen ist daher nicht statthaft. Kann mir/uns jemand den Hinweis auf die Verfügbarkeit dieses Werkes machen?

Gruß
Tastenow

[dosto]

Antwort auf Beitrag Nr.: 26.404.452 von tastenow am 22.12.06 17:41:50

he you

probier es NICHT JETZT

du hast schlicht weg eine an der Waffel

CUT IT

[tastenow]

Antwort auf Beitrag Nr.: 26.410.040 von dosto am 22.12.06 21:18:07

Hallo Dosto,

damit Deine Beschimpfung auch erfolgreich wird ... hättest Du die Güte mir zu erklären was Du meinst? Ich bin völlig ahnungslos!

Vielen Dank
Tastenow

[amorphis]

tja tastenow...so ist das nunmal...du verstehst nicht...du hast das gleiche problem was die börse betrifft...wie pliscon!

Designs and FalconStor Name Atomic Public Relations Agency of Record

SAN FRANCISCO --(Business Wire)-- Atomic Public Relations, a leading SF Bay Area technology PR firm, today announced it has been named PR agency of record for Sigma Designs, Inc. (Nasdaq:SIGM), a leader in digital media processing for consumer electronics (www.sdesigns.com) and FalconStor Software, Inc. (Nasdaq:FALC), the leading provider of data protection solutions (www.falconstor.com). Both companies drive technology firsts in their markets -- Sigma Designs is responsible for innovations in high-definition entertainment and IPTV, and FalconStor develops groundbreaking enterprise data protection solutions.

A company to watch in semiconductor solutions for entertainment, Sigma Designs powers millions of next generation high-definition consumer products including 70% of the world's IPTV set-top boxes, HDTVs from leading manufacturers like LG, Philips, Pioneer, Sony, Sharp and Tatung, and 6 of the top Blu-Ray players. The company hired Atomic to help leverage these successes on to the global business, technology and consumer stage and raise awareness of the advantages that Sigma products offer consumer electronics manufacturers, their partners and consumers. The agency will manage all relationships and dialogue across media, analysts and influencers.

"Atomic is living up to their reputation as an alternative PR energy source, and we find their fresh combination of analytic style, big creative thinking and streamlined execution very appealing," comments Ken Lowe, vice president of strategic marketing at Sigma Designs. "The Atomic team came up to speed, developed a keen perspective about Sigma Designs and began generating positive outcomes at a refreshingly high velocity."

[amorphis]

nach meiner bescheidenen Recherche ist an der FH Paderborn eine Diplomarbeit im Zusammenhang mit SIGM erstellt worden. Wenn ich mich recht erinnere wurde am Beispiel SIGM die Strategie eines Technologieführers in einem schnelllebigen Markt erläutert.

Leider bleiben die IP-Rechte eines solchen Werkes nicht beim Author. Die Bitte Teile daraus hier zur Verfügung zu stellen ist daher nicht statthaft. Kann mir/uns jemand den Hinweis auf die Verfügbarkeit dieses Werkes machen?


bin beeindruckt...ne diplomarbeit...juhu...na hoffentlich nicht zur früh gefreut...vielleicht wurde ja am thema vorbeigeschrieben...denn...es müsste heißen...in einem schnell wachsenden markt...nicht schnelllebig...das kreidet recht negativ an!

[Pliscon]

Antwort auf Beitrag Nr.: 26.395.532 von amorphis am 22.12.06 11:50:21

es wurde ja nichts berichtet

Das reicht ja wohl!



bizjournals.com
Sigma gets second delist warning from Nasdaq
Monday December 18, 5:07 pm ET


Sigma Designs Inc. said Monday it received another noncompliance notice from Nasdaq because it hasn't filed its financials for the quarter ended Oct. 28.
Milpitas-based Sigma (NASDAQ:SIGM - News) received a similar notice in September because it was late filing for the quarter ended July 29.

The company said earlier it is waiting to file for both those quarters because of an internal investigation into its stock option practices and related accounting.

Sigma said it is waiting for a decision from Nasdaq's listing qualifications panel, and intends to file its late financials as soon as possible.

Published December 18, 2006 by the Silicon Valley/San Jose Business Journal

[Pliscon]

Antwort auf Beitrag Nr.: 26.427.273 von Pliscon am 23.12.06 11:46:38

Und Sigma schon zum 5. Mal hintereinander Intraday fett ins Minus gerutscht!

[istanbulman]

kann mich mal einer aufklären was für folgen es haben würde eine delisting vom nasdaq?weil ich kann das ganze irgend wie nicht nachvollziehen was da abgeht!!
und warum sigm nicht in der lage ist die forderungen der nasdaq nachzukommen?auf was warten die noch??
gibt es beispiele von delistings und die folgen?
vielen dank

[amorphis]

China’s IPTV Market Developing Slowly but Surely

December 20, 2006 - China’s IPTV market will go through a gradual but solid increase from 2006 to 2010, reports In-Stat.

According to In-Stat, although the industry environment for IPTV has improved, the outlook is still not entirely positive. Two more IPTV licenses have been issued in China and license holders have achieved some progress with more local telcos. However, the government agency SARFT maintains tight control over content supervision and is using government policies to level the competition between IPTV and digital cable TV.

“China’s IPTV ecosystem is still shaping itself,” says Rebecca Tan, In-Stat analyst. “The ecosystem participants, centralized around telcos, are trying to find an effective model for cooperation. Telcos currently have to rely on content providers for programming while trying to gain content licenses of their own, while content providers, represented by Shanghai Media Group, are managing to control end-users through IPTV.”

Recent research by In-Stat has allowed them to project that China’s IPTV subscriber base will reach 6.3 million by 2010, up from only 240,000 in 2005. Additionally, annual subscription revenue will grow rapidly to $888 million by 2010. Furthermore, telcos have conducted several trials in different areas around China and begun the progress of IPTV commercialization in both Shanghai and Haerbin in the Heilongjiang Province.

[Pliscon]

Antwort auf Beitrag Nr.: 26.430.407 von istanbulman am 23.12.06 13:31:37

kann mich mal einer aufklären was für folgen es haben würde eine delisting vom nasdaq?weil ich kann das ganze irgend wie nicht nachvollziehen was da abgeht!!

Das würde einen Kurssturz zur Folge haben! Das Vertrauen wäre zerstört!

[istanbulman]

aha vielen dank für die info gab es schon öfter solche fälle??
danke pilscon wenigsten du beantwortest noch fragen Herrn amorphis interessiert das anscheinend alles nicht!!bin ehrlich gesagt ein wenig enttäuscht von amorphis gleichgültigen haltung hätte mich gefreut wenn er sich auch dazu geäußert hätte!!
frohes fest an alle

[Pliscon]

Antwort auf Beitrag Nr.: 26.450.903 von istanbulman am 24.12.06 12:05:17

Amorphis kopiert Texte, hat aber selber keinen Plan! Habe von dem noch nie ne eigene Analyse oder begründete Meinung gesehen!


PS: Es gibt immer wieder Delistings, weil bestimmte Forderungen der Nasdaq nicht erfüllt werden! Bei Sigma muss man da mal abwarten!

[DeltaComet]

habe zwar keine ahnung von sigma design, aber allein vom kursverlauf her kann ich mir nicht vorstellen, das da was negatives kommt. der chart ist einfach zu optimistisch. wenn die gefahr eines delistings hoch wäre, würde der kurs niemals so steigen, es hätten schon längst großanleger die chance genutzt um aktien zu verkaufen.

[DeltaComet]

noch mal ne frage.
wann kommen denn eigentlich die nächsten quartalszahlen.
steht da der termin schon fest?

[overview]

Antwort auf Beitrag Nr.: 26.450.903 von istanbulman am 24.12.06 12:05:17

Es gibt keinen Grund einer fahrlässig-vorsätzlichen Pseudo-Information "aufzusitzen, kein Grund zur Panik!

"The notice was not actually a delisting notice; far from it, it was a notice that a second quarterly report was late being filed and that failure to bring record-keeping into compliance could result in delisting.
This was fully expected based on previous comments by the company management. This has occurred with several other companies; NASDAQ has regularly permitted the time to bring the records into compliance, taking into the delays necessarily associated with the difficulties in resolving the options reporting question which must occur before the statements can be accurately filed. The reporting should follow strongly on the heels of that resolution. We all await with bated breath this event."
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…

[overview]

Antwort auf Beitrag Nr.: 26.452.055 von DeltaComet am 24.12.06 14:08:45

Wohl wie in diesem Jahr Mitte März. Ein genauer Termin geht noch nicht auf der Sigma-homepage www.sigmadesigns.com

[istanbulman]

mal eine frage kann mir mal einer sagen wie man einen neuen thread von einer aktie aufmacht wo noch kein thread existiert?muß man da premiummitglied sein oder kann das jeder?
vielen dank

[amorphis]

Antwort auf Beitrag Nr.: 26.450.903 von istanbulman am 24.12.06 12:05:17

istanbulman...heute ist der 24.12. und zufällig auch noch bein geburtstag...hätte dir schon geantwortet...allerdings solltest du eine antwort bekommen...die nicht nach einem satz abgehandelt gewesen wäre und die ganze situation im detail erklärt hätte.

[amorphis]

Antwort auf Beitrag Nr.: 26.451.638 von Pliscon am 24.12.06 13:19:58

Amorphis kopiert Texte, hat aber selber keinen Plan! Habe von dem noch nie ne eigene Analyse oder begründete Meinung gesehen!

pliscon...ok...ich kopiere texte...du bist der größte lügner hier bei W:O!

[amorphis]

Antwort auf Beitrag Nr.: 26.452.046 von DeltaComet am 24.12.06 14:07:44

delta...genau so ist es!die institutional holdings steigen übrigens weiter an.

bei threaderöffnung lag sie bei unter 20%...jetzt sind wir bei etwa 50%!termin steht übrigens noch nicht fest...die letzten zahlen sind ja grad mal nen monat her!

[istanbulman]

ok amorphis dann bin ich ja mal noch gespant auf deine antwort!
und noch alles gute zum geburtstag wenn ich das richtig verstanden habe hast du ja heute
kannst du mir auch noch sagen wie das funktioniert einen neuen thread für eine aktie aufzumachen für die es noch keinen gibt!!!
alle ein schönes fest feiert schön für mich gibts ja kein wheinachten

[Pliscon]

Antwort auf Beitrag Nr.: 26.452.918 von overview am 24.12.06 16:24:29

"The notice was not actually a delisting notice; far from it, it was a notice that a second quarterly report was late being filed and that failure to bring record-keeping into compliance could result in delisting.
This was fully expected based on previous comments by the company management. This has occurred with several other companies; NASDAQ has regularly permitted the time to bring the records into compliance, taking into the delays necessarily associated with the difficulties in resolving the options reporting question which must occur before the statements can be accurately filed. The reporting should follow strongly on the heels of that resolution. We all await with bated breath this event."

Und was willst du uns mit diesem Copy and Paste Text sagen???

Auch eine eigene Meinung oder eventuell eine Idee?


Das drohende Delisting steht seitens der Nasdaq jedenfalls noch im Raum!

[Pliscon]

Antwort auf Beitrag Nr.: 26.453.538 von amorphis am 24.12.06 18:00:16

Von dir habe ich hier noch nie ne eigene Analyse oder eine begründete Meinung gesehen!


Ist ja schön dass du auch Geburtstag hast, aber wenn du so viel Zeit hast hier Beleidigungen reinzuschreiben, dann hättest du stattdessen auch Istanbulman mal antworten können! :O

[Pliscon]

Antwort auf Beitrag Nr.: 26.453.553 von amorphis am 24.12.06 18:02:37

delta...genau so ist es!die institutional holdings steigen übrigens weiter an.

bei threaderöffnung lag sie bei unter 20%...jetzt sind wir bei etwa 50%!termin steht übrigens noch nicht fest...die letzten zahlen sind ja grad mal nen monat her!

Hörmal, das kann ernste Folgen haben, wenn du hier weiterhin irgendwelche Zahlen ausdenkst!So anonym ist das Internet nicht!

http://finance.yahoo.com/q/it?s=SIGM

Net Institutional Purchases - Prior Qtr to Latest Qtr
Shares
Net Shares Purchased (Sold) 805,910
% Change in Institutional Shares Held 7.5%

[overview]

Antwort auf Beitrag Nr.: 26.460.108 von Pliscon am 25.12.06 11:11:54

... is schon scheiße, wenn man kein Englisch kann. Wäre aber nicht schlimm, wenn man nicht in manischem Verfolgungswahn den Informationsaustausch hier mit einem persönlichen Zweikampf mit einem Threadteilnehmer verwechseln würde.
Anderen die Kompetenz absprechen, aber selber gerade mal fähig, im Internetgestrüpp über irgendwas zu stolpern, das man dann als "Beweis" reinstellt.

"% Change in Institutional Shares Held 7.5%"

auf Deutsch: prozentuale Veränderung der institutionellen Aktionäre: + 7,5%"

Und zum vorherigen Thema: "The notice was not actually a delisting notice; far from it, it was a notice that a second quarterly report was late being filed and that failure to bring record-keeping into compliance could result in delisting."

auf Deutsch: Der Hinweis war keine Delisting-Ankündigung, sondern viel weniger dramatisch eine Erinnerung, daß der Bericht des zweiten Quartals zu spät eingereicht worden war und daß man wenn man sein Berichtswesen nicht entsprechend der Nasdaq-Regelungen durchführt ein Delisting die Folge sein könnte.

Also: wo ist Dein Problem? Wo ist Deine "Analyse"? Wo sind Deine sachlichen Begründungen für Deine dreisten Behauptungen?

[amorphis]

Antwort auf Beitrag Nr.: 26.460.108 von Pliscon am 25.12.06 11:11:54

man was bist du panne

"Net Shares Purchased (Sold) 805,910"

stehen die "805,910" in klammern oder stehen sie nicht in klammern?

Hörmal, das kann ernste Folgen haben, wenn du hier weiterhin irgendwelche Zahlen ausdenkst!So anonym ist das Internet nicht!

den satz merk dir gut...hab nen guten freund bei der kripo...vielleicht buchten sie dich ja heut nacht schon in die zelle...die seit wochen für dich reserviert wird... kennst ja die männer im weißen kittel, ne?!

[Pliscon]

Antwort auf Beitrag Nr.: 26.464.515 von amorphis am 25.12.06 19:53:57

Kannst du bitte mal einen Link nennen, auf den man deine Zahlen nachprüfen kann???

Ich konnte deine Zahlen nirgendwo finden!

Scheinbar denkst du dir das aus! Und wenn du so weiter machst, wird das wirklich ernste Folgen für dich haben!

[Pliscon]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Pliscon]

Sigma Designs Receives Additional Non-Compliance Notice From Nasdaq - Quick Facts

(RTTNews) - Monday, Sigma Designs Inc. (SIGM) announced the receipt of a notice from the Nasdaq Stock Market stating that the Company is not in compliance with Nasdaq's Marketplace Rule as it has not timely filed its Quarterly Report on Form 10-Q for the quarter ended October 28, 2006. Earlier, in September the company had received a similar notice on due to the delay in filing its Form 10-Q for the fiscal quarter ended July 29, 2006. Sigma plans to file its Form 10-Q for the fiscal quarters ended July 29, 2006 and October 28, 2006 very soon.

[overview]

sehr interessanter Artikel über Sigma:

"Quarterly revenue at the 200-employee company have nearly tripled in the past year, from $8.5 million to $25 million. Tran said he expects revenue to double in 2007.
...
Industry analysts say Sigma is also ahead of its rivals in two other growing fields: advanced high-definition DVD players and digital media adapters, which lets users transfer music, photos and video from PC to TV.
...
Like most valley companies, Sigma emphasized stock option grants as a source of compensation.
Tran said Sigma never intentionally engaged in wrongdoing and always followed the guidance of legal and accounting advisers. He emphasized that every employee -- not just top management -- received similarly timed options."

Quelle: http://www.mercurynews.com/mld/mercurynews/business/16260536…

[overview]

@all:
kurz mit "major holders sigm" gegoogelt: http://www.financevisor.com/market/company_holders.aspx?symb…" target="_blank" rel="nofollow ugc noopener">
http://www.financevisor.com/market/company_holders.aspx?symb…

% of Shares Held by Institutional & Mutual Fund Owners: 48.0%

Und das war "erst" der Stand am 30.09.

[MCMB]

Hallo zusammen,

ich finde es traurig was momentan hier abgeht. Ich bin schon seit gerauner Zeit in Sigma investiert und hab das Geld verdoppelt. Ich hab jetzt erstmal Gewinne gesichert aber bin weiterhin inviestiert. Am Anfang stand hier die Sachliche Diskussion bzw. die Informationen die Amorphis reinkopiert hat im Mittelpunkt. Leider hat sich hier ein Kleinkrieg entwickelt der niemanden hilft. Wenn jemand Sigma Scheiße findet braucht er ja nichts zu dem Wert schreiben. Vielleicht 1-2 Beiträge was ihn an dem Wert nicht gefällt aber dann sollte es auch gut sein. Ich glaube nicht dass hier der barmherzige Samariter rumschreibt der uns an den besinnlichen Tagen Geld retten will.

Gruß

MCMB

[Pliscon]

Antwort auf Beitrag Nr.: 26.472.459 von overview am 26.12.06 12:29:12

Richtig und was steht da?

% of Shares Held by Institutional & Mutual Fund Owners


Das sind aber nicht nur Institutional Owners und zum anderen hast du diese Quote bei sehr vielen Unternehmen! Das ist keine Garantie dafür, dass der Kurs steigen wird, was ihr beiden ja implizieren wollt!

[Pliscon]

Antwort auf Beitrag Nr.: 26.472.313 von overview am 26.12.06 12:18:28

"Quarterly revenue at the 200-employee company have nearly tripled in the past year, from $8.5 million to $25 million. Tran said he expects revenue to double in 2007.


Das wären ja dann Umsätze von 50 Mio Dollar unter dem Hintergrund, dass Sigma mittlerweile durch die hohe Börsenbwertung mit 570 Mio Dollar bewertet wird!

Das steht doch in keinem Verhältnis zu dem Wachstum! Da ist das Wachstum doch schon auf Jahre hinaus eingepreist!

[overview]

Antwort auf Beitrag Nr.: 26.473.857 von Pliscon am 26.12.06 14:19:00

@Spezialist-für-Äpfel-Birnen-Vergleiche

Ist das jetzt eine neue Kennzahl von Dir, Marktkapitalisierung : Quartalsumsatz ?

Bei Deiner so heißgeliebten Viropharma lautet der entsprechende Zahlenvergleich:
MK 1,03 Mrd. USD : 167 Mio. USD Umsatz 2006e p.a. = das 6-fache des Umsatzes als Marktkapitalisierung

Bei Sigma sind es nur MK 580 Mio. USD : 100 Mio. USD Umsatz 2006e p.a. = nur das 5,8-fache des Umsatzes als Marktkapitalisierung

Nachdem Viro nur rund 20% Umsatzwachstum für 2007 prognostiziert, Sigma dagegen jetzt schon 100% Umsatzwachstum kommuniziert (70% Marktanteil bei IPTV-Boxen machen einen eben "sicherer" in der Prognose) stellt sich schon die Frage, welche Aktie aktuell zu teuer ist.

Also muß schon sagen: Deine hervorragenden Englisch-Kenntnisse werden nur noch von Deinen kreativen Bilanzkennzifferphantasien übertroffen, die Du "zielsicher" in Deinen manischen Ich-rette-jetzt-die-Welt-vor-Sigma-Aktionären-Wahn einbaust.

[Paramedic76]

MUAAHAHHAA,

ich weiß schon, warum ich ihn ausgeblendet habe. Hat er sich wieder mit Ruhm bekleckert?

Viele Grüße und guten Rutsch, bin im Uraub, deswegen nicht so häufig hier im Forum.

Viele Grüße.

[tastenow]

Antwort auf Beitrag Nr.: 26.487.776 von Paramedic76 am 27.12.06 08:53:33

Hallo istanbulman,

vorweg - .

Eine Frage zum Stand des "option-review" wurde vom Hausmeister hier am 12.11.06 wie folgt beantwortet:
die aktuelle situation beim thema backdating...ist...das es kein thema ist...ok?

An Hausmeisters Geburtstag ist offensichtlich noch mehr passiert, denn plötzlich werden eigene Verghaltensweisen als nicht mehr ausreichend gewertet:
istanbulman...heute ist der 24.12. und zufällig auch noch bein geburtstag...hätte dir schon geantwortet...allerdings solltest du eine antwort bekommen...die nicht nach einem satz abgehandelt gewesen wäre und die ganze situation im detail erklärt hätte. Zur Erinnerung, Du hast eine Antwort von einer Person erhalten, die hier die das kollektive Grinsen stört - oder fördert, je nach persönlichem Standpunkt.

Der Einstieg institutioneller Anleger wurde an anderer Stelle bereits mehrfach erwähnt und per CnP hier eingestellt.

Der wiederholte Hinweis auf diesen Sachverhalt ist nach meiner Einschätzung nicht nur das "Klammern an den oft zitierten Strohalm". Intraday hat man/frau in den letzten 10 Tagen sehr schön sehen können, wie mehrfach größere Pakete - in einem Fall um den 22.12.06 sogar ca. 300.00 Stück - gehandelt wurden. Und das bei sonst vergleichsweise geringem Handel. Das dabei auch SL-Orders ausgelöst wurden, haben die Handelnden gerne hingenommen .

In den letzten 5 Monaten hat man/frau mit SIGM ordentlich Geld verdienen können und in den nächsten Monaten wohl ebenfalls. Auf`s Jahr 2006 bezogen wurde SIGM selbst von DAX-Werten geschlagen und war daher für viele Anleger - auch für mich - nicht erste Wahl.

Im Vergleich mit der Volkswagen-Aktie schneidet SIGM im Jahr 2006 schlechter ab - allerdings kann man/frau in den Threads dort auch nicht so viel Spaß haben.


Gruß
tastenow

[istanbulman]

vielen dank tastenow
ich bin momentan am überlegen ob ich meine sigm verkaufen soll?habe so ein komisches bauchgefühl weiß auch nicht warum
naja ich schau mir das noch ein paar tage an wenn sie nicht die kurve nach oben bekommen bin ich raus ich muß konsequnt sein
vielen dank noch mal

[Pliscon]

Antwort auf Beitrag Nr.: 26.487.776 von Paramedic76 am 27.12.06 08:53:33

MUAAHAHHAA,

ich weiß schon, warum ich ihn ausgeblendet habe. Hat er sich wieder mit Ruhm bekleckert?


Vielleicht solltest du erstmal lesen, worum es ging! Ansonsten würde ich keinen Komentar zu etwas abgeben, das ich ausgeblendet habe!

PS: Was heißt denn "MUAAHAHHAA" ?

[Pliscon]

Antwort auf Beitrag Nr.: 26.484.136 von overview am 27.12.06 00:23:53

Also so weit ich hier mitgelesen habe, stützt sich eure Entscheidung zugunsten Sigma´s auf das Umsatzwachstum und da ist es doch legitim, wenn man mal ausrechnet wieviel Umsatzwachstum nötig ist, damit der derzeitige Kurs gerechtfertigt wird!


Zu Viro: Hättest du mal gelesen anstatt zu pöbeln, dann wüsstest du, dass sich meine Spekulation auf die eventuelle Rücknahme des FDA-Urteils basiert!

[dosto]

Antwort auf Beitrag Nr.: 26.412.979 von tastenow am 22.12.06 22:22:07

tja

der Herr macht große Sprünge
gleich an die Uni
anstatt erst mal in Kindergarten Paderborn.
Tante Else kann dir das genau erklären, was Dosto meint.

[amorphis]

SIGM - Sigma Designs, Inc. - Common Stock
Month
Short
Interest Percent
Change Average Daily
Share Volume Days to
Cover
December 2006 3,193,026 (27.55) 1,092,712 2.92
November 2006 4,407,458 (2.87) 779,298 5.66
October 2006 4,537,617 (5.44) 834,114 5.44

hab nichts anderes erwartete...si down über 1 million!

[amorphis]

Antwort auf Beitrag Nr.: 26.511.905 von amorphis am 28.12.06 03:15:56

kleine anmerkung...wenn wirklich ärger seitens der nasdq drohen würde...dann würde das si weiter steigen...davin ist jedenfalls stark auszugehen...

[amorphis]

Antwort auf Beitrag Nr.: 26.511.916 von amorphis am 28.12.06 03:17:50

"davon"

[Pliscon]

Antwort auf Beitrag Nr.: 26.511.916 von amorphis am 28.12.06 03:17:50

Andersrum!

Man rechnet nicht mit einem Delisting, aber wenn es passiert, dann wird der Kurs einbrechen! Gerade weil sich die Aktionäre so sicher sind!

[amorphis]

Antwort auf Beitrag Nr.: 26.520.135 von Pliscon am 28.12.06 14:10:52

lol....wenn du meinst!

[amorphis]

Antwort auf Beitrag Nr.: 26.527.305 von amorphis am 28.12.06 20:13:24

ne pliscon ist klar...die ganzen instis wissen nicht was sie tun...die sind genauso verplant wie du!

[tastenow]

Wer war das?

Um 2:06 pm ET gehen 301.270 Stücke über den Tisch. Damit steigt das gesamte Volumen auf 314.223 Stücke, nach 5 Stunden Handel.

Sehr schön auf den neuen Charts bei yahoo.com zu sehen.


Kann hier jemand eine Info zu "eigenen Stücken" geben. Wäre interessant zu erfahren, ob SIGM diesen Bestand zugunsten inst. Anleger verringert.

Gruß
Tastenow

[Pliscon]

Antwort auf Beitrag Nr.: 26.527.434 von amorphis am 28.12.06 20:20:20

Interessant, Sigma stürzt wieder mal ins Minus und du freust dich!

Etwa Galgenhumor???

[amorphis]

Antwort auf Beitrag Nr.: 26.536.263 von Pliscon am 29.12.06 06:10:53

naja...was interessanter ist...ist die tatsache, dass du ein intraday minus von -1,77% als "absturz" bezeichnest... oder auch lol!

die frage sei erlaubt...bei wem hier was abgestürzt ist?!denke dein "betriebssystem" könnte ein "update" vertragen!pliscon...welche version findet in deinem hirn verwendung? rate dir dringend zu einem "check"!!!zumindest ein virusbefall ist via ferndiagnose für recht wahrscheinlich befunden!also lass den scanner mal drüberlaufen und die grauen zellen reparieren.das wird sonst böse enden mit dir!

wenn du das "update" benutzt...dann braucht es keinen galgenhumor mehr für das betrachten eines kurses nahe allzeithoch...

hoffe das update wird fruchten!greez

[Pliscon]

Antwort auf Beitrag Nr.: 26.536.951 von amorphis am 29.12.06 07:11:19

Während alle Börsen steigen, passiert dies mit Sigma!

[amorphis]

oder um es aus diesem, weitaus besseren blickwinkel zu betrachten...nämlich sigm im vergleich zum nasdaq comp. oder "dem rest der us-techs"



noch fragen prof. schnaggels?

[Pliscon]

Antwort auf Beitrag Nr.: 26.540.161 von amorphis am 29.12.06 09:59:14

Vorsicht! Es wäre nicht die erste Aktie, die genau so schnell wieder fällt, wie sie vorher gestiegen ist!


Wäre ich vor 10 Tagen rein, dann hätte ich schon 11% Verlust gemacht!

[amorphis]

Antwort auf Beitrag Nr.: 26.543.284 von Pliscon am 29.12.06 12:07:37

wärste da reingegangen...als SIGM zum ersten male im viro-thread genannt wurde...dann hättest du jetzt sicher noch 150-200% gewinn...

btw...wäre ich vor 10 tagen in vphm eingestiegen...hätte ich ebenfalls einen verlust in dieser größenordnung...demnach...weiß ich wirklich nicht was du mir sagen willst!

hab dir schonmal eine wette angeboten...kannst diese ja annehmen!komm pliscon...ich wette mit dir um...sagen wir 500€...das SIGM nicht die von die beschwörte "luftnummer" ist!gehst du die wette nun ein oder nicht?wenn du so überzeugt bist...dann sag doch ja!

[amorphis]

tja...hier apple als prominentes beispiel was "backdating" und die lösung des problems anbelangt...

http://biz.yahoo.com/ap/061229/apple_options.html?.v=10


bei sigm werden sich die befürchtungen aller voraussicht nach auch in wohlgefallen auflösen!(wie bei so ziemlich jeder der betroffenen firmen - und das waren einige hundert firmen!vergleicht einfach selbst!)

[TMK1263]

Hi amorphis,

möchte mich im alten Jahr noch für die vielen Informationen rund um Sigma bedanken, ohne die ich mich nicht getraut hätte soviel Kohle zu investieren, bin übrigens immer noch komplett drin und nach wie vor von der Story überzeugt.
Wünsche Dir und allen gleichgesinnten einen Guten Rutsch sowie ein gesundes und erfolgreiches Neues Jahr mach weiter so.

@ Pliscon
habe gegen sachliche Kritik hier im Thread nichts einzuwenden, jedoch sollte sie fundiert sein und nicht in einen Kleinkrieg ausarten.

@ Istanbulman

deine Entscheidung für oder gegen Sigma mußt du schon selber treffen, dieser Thread gibt dir eine Menge Info sachlicher Art was von Sigma noch zu erwarten ist, sicher muß aber auch klar sein daß ein Risiko besteht wie in jeder anderen Aktienanlage auch. Nach diesem Kursanstieg seit August ist es doch normal daß eine Aktie auch mal wieder 20% abgeben kann.

Gruß
TMK

[DeltaComet]

Antwort auf Beitrag Nr.: 26.520.135 von Pliscon am 28.12.06 14:10:52

da hat pliscon ausnamsweise mal recht!
es wird nicht mit gerechnet mit dem delisting. wenn es aber gegen aller warscheinlichkeit doch passiert, wird der kurs fallen.

war ist was war ist.

[DeltaComet]

wird das wort "wahr" jetzt eigentlich mit h geschrieben oder ohne

[miristegal]

Antwort auf Beitrag Nr.: 26.555.321 von TMK1263 am 29.12.06 18:45:43

ich schliesse mich deiner meinung an und wünsche allen SIGM -investierten einen guten rutsch .

[amorphis]

Antwort auf Beitrag Nr.: 26.559.132 von DeltaComet am 29.12.06 21:03:06

SIGM - Sigma Designs, Inc. - Common Stock
Month
Short
Interest Percent
Change Average Daily
Share Volume Days to
Cover
December 2006 breites Grinsenbreites Grinsenbreites Grinsen 3,193,026 (27.55) 1,092,712 2.92
November 2006 4,407,458 (2.87) 779,298 5.66
October 2006 4,537,617 (5.44) 834,114 5.44

so...du meinst also...

"Folgende Antwort bezieht sich auf Beitrag Nr.: 26520135 von Pliscon am 28.12.06 14:10:52da hat pliscon ausnamsweise mal recht!
es wird nicht mit gerechnet mit dem delisting. wenn es aber gegen aller warscheinlichkeit doch passiert, wird der kurs fallen."


die interpretation pliscons macht sinn?ich sage...es ist totaler kappes...

der rückgang des si ist meiner meinung nach ganz anders zu interpretieren - und bisher hat die art wie ich "sigm" interpretiert habe ganz gut ur entwicklung der aktie gepasst. halte dagegen...und kann dir gerne nochmal sagen...wie ich das ganze sehe.


warum geht das short interest plötzlich und schlagartig in dieser größenordnung zurück?

ganz simple...das sind jene shorts die köpfchen haben...denn mitlerweile ist eines mal ganz klar...die geschäfte brummen....und brummen...und könnten gar nicht besser und lauter brummen. mitlerweile ist es an wallstreet kein geheimnis mehr...das sigm den sprung vom ehemaligen nischen-player und micro-cap nun hinein in die sonnigen sphären eines schnell wachsenden milliarden marktes namens iptv geschafft hat...und nicht mehr als lieferant einer nischen-kundschaft...nein...man hat den sprung direkt in die weite, große welt geschafft...ist key player mit einem produkt was alle brauchen und alle einsetzen...die die bisher noch den 2. der garde auflauern...ja selbst jene nachfrager stehen kurz vorm sprung weg vom stm und co in richtung sigm. nicht nur europa...nein...alle kontinente werden dominiert von sigm. in europa gibt es nicht einen hersteller von iptv-settop-boxen der nicht auf sigm setzt. europa ist SIGMA design...zufall?never ever!kenne kein großprojekt was derzeit oder in kürze in asien,europa oder den staaten an den start geht...das nicht zumindest in einer der verwendeteten boxen ne sigm variante anbietet. SIGM ist derzeit überall....iptv wächst scneller als alles was du derzeit noch an techmärkten findest...wird gepusht von großen wie cisco,microsoft die ihre zukunft u.a. auf dem thema "triple play" aufbauen....cisco pusht mit der exklusiven kiss linie...die tutto kompletto auf sigm schwört...und...mit der übernommenen SFA...wurde man ebenfalls zu einem der größten anbieter von settop boxen...auch hier...sigm front!durch msft wird jeder win den msft mit seinem betriebsystem für iptv landet...auch ein win für sigm. man munkelt auch apple bringt bald ein produkt...was sigm chips verwendet...namens iTV!so...apple der trendsetter nimmt sigm....die playstation 3 wird auch den chip von sigm enthalten...ebensfalls enthalten ist sigm m hd-dvd laufwerk der Xbos 360...sagt mal...wer kapiert hier von euch nicht...das die backdating geschichte und das was mit ihr zusammenhängt nur ein kleines temporäres störfeuer darstellen...das aber so wirklich nicht juckt!es wird nichts passieren was hier stören könnte...die shortpositionen werden immer weiter eingedeckt....weil selbst der letzte shortseller sieht...das sigm bald ein mrd-$-player sein wird...ob backdating probs oder nicht...der zug rollt und rollt weiter...egal was pliscon labert und labert. so...reimt euch eure brühe selbst zusammen...werd mich in zukunft dezent zurückhalten im thread...nicht weil bei sigm was droht...sondern vielmehr weil mir manches zu dumm geworden ist. frage mich was user wie pliscon davon haben..dummes krankes müllzeugs zu labern...ohne nur den ansatz des marktes verstanden zu haben...ja ohne überhaupt investiert zu sein...wofür die ganze energie?ich RAFF es nicht. nur weil ich im viro thread von einer investition in viro abgeraten habe und dabei als alternative sigm genannt habe?sag mal spinn ich jetzt...oder ist die empfehlung zum damaligen zeitpunkt nicht astrein gewählt gewesen?kenne viro gut und hatte eine fundierte meinung und begründung afür...warum contra viro und pro sigm angesagt war...sigm war in den monaten danach deutlich stärker als viro...was ich empfohlen hatte, hatte hand und fuss. pliscon aber blickt nicht mal bei viro durch...outet sich als absolutes genie im nicht verstehen des marktes...kann weder aufwärtstrend vom abwärtstrend unterscheiden....noch eine meinung zu sigm haben. wenn er ehrlich ist...weiß er rad mal 1% von 100% sigm...und trotzdem jeden tag ein sell von ihm. hat ein ahnungsloser depp ohne marktverständnis das recht...einen ehemals ruhigen und sachlichen thread bei Wtotzulabern...nein zuzumülen?! und sämtliche lust und laune am posten in diesem zu nehmen?ich denke nein...solange ich mir deinen mist hier geben muss...gibt es halt weniger cnp und der leidtragende ist dank pliscon jener user und leser...der was mit den sorgfältig ausgesuchten news und postings aus dem us-board anfangen konnte...jene user die keine anleitung zum denken brauchten und die infos verarbeiten konten. sorry...hab keine lust mehr in meinem thread zu kämpfen...muss halt jeder ein wenig mehr suchen...mir wirds zu stressig.

greez

[Pliscon]

Sigma konnte schon wieder nicht das Plus halten!


Interessant, dass die Anleger am Anfang ihrer Sache noch ziemlich sicher sind! Sind aber mal die Gewinne futsch und die Verlustzone ist im Visier, dann wird man erst nervös und wenn man dann mal 40 -50% im Verlust ist, dann haut man die Dinger raus!

So hatte es Amorphis mit Viropharma gemacht!

Also macht euch mal lieber ne eigene Meinung und verlasst euch nicht auf Amorphis und seinen Copy and Paste Texten (wann bringt er endlich mal eine eigene Meinung und Analyse???)

[amorphis]

Antwort auf Beitrag Nr.: 26.574.058 von Pliscon am 30.12.06 13:22:35

du bist arm...ein armer mensch...weder grips noch charakter...durchweg arm...

[hahel]

@ amorphis.
Zunächst einmal auch meinen herzlichen Dank für die in den letzten zwei Jahren sachlich und ohne Wertung eingestellten Infos zu SIGMA. Für mich war es wohltuend endlich mal einen Thread gefunden zu haben der sich auf diese Informationen beschränkt und nicht von Müll und nutzlosen Kommentaren gezeichnet war. Ich verstehe nur nicht (aber wer kann das schon) dass Pliscon immer darauf herumreitet dass du keine persönliche Meinung und Einschätzungen zu Sigma abgibst. Wer wirklich diesen Thread liest kann da nur anderer Meinung sein.
Wie einige andere user ebenfalls bemerkt haben, sollte man Pliscon nun wirklich links liegen lassen. Habe leider von Ihm noch keine wirklich interessante Meinung gelesen, außer allgemein gehaltenes Geschwafel ohne wirklichen Hintergrund. Wenn jemand einen Gegenpart aufbaut, sollten damit Informationen verbunden sein, die erkennen lassen, was mit Sigma und der Story nicht stimmt.Dann wäre es auch interessant zu lesen, aber so nur schade. Erstaunlich dass ein Mensch in der Lage ist, diesen Thread halbwegs zu vernichten. Hoffe, dass du uns weiterhin mit Infos versorgst, egal was Pliscon von sich gibt.
Wünsche Dir und den anderen Investierten einen guten Rutsch ins neue Jahr und alles Gute und Erfolg.

[overview]

Auch ich wünsche allen Sigma-Fans ein tolles 2007.

Sicherlich sind bei jedem Investment Risiken vorhanden, auch bei Sigma könnte irgendwann nochmal ein unerklärlicher 10%-Rutsch ins Haus stehen, aber die Story stimmt, der Markt wächst und Sigma ist Marktführer!

Nachdem die Aktie erwartungsgemäß in den letzten 14 Tagen konsolidiert hat und der eine oder andere in USA über die Feiertage und Sylvester Gewinne realisiert hat, wurde mehrfach die 25 USD-Grenze angetestet aber nie richtig genommen.
Zusammen mit dem zurückgehenden short-interest, den auch in den nächsten Quartalen steigenden Absatz- und Gewinnzahlen kann das in meinen Augen nur eines heißen: wir sehen in den nächsten Wochen bis zu den nächsten Quartalszahlen "schnelle" 10 bis 20% Kursplus bis über 30 USD.

Wie DWS-Chef Klaus Kaldemorgen vor kurzem bemerkte, "... stirbt jeder Boom aus der Übertreibung heraus und nicht aus der Normalität". So wie er noch keine Übertreibung an den weltweiten Aktienmärkten sieht, so wenig sehe ich eine Übertreibung bei der Sigma-Aktie.
Nachdem sie beim aktuellen Kurs günstiger als z.B. eine Viropharma bewertet ist, gleichzeitig aber viel höhere Wachstums- und Gewinnsteigerungsaussichten hat (und dieses Wachstum ist durch Liefervereinbarungen sozusagen auf gewisse Zeit "sicher"), kann ich mir bei einer sehr positiven US-Börse im ersten Halbjahr 2007 durchaus vorstellen, daß wir vom aktuellen Kursniveau aus in einer Übertreibung auch 40 oder 50 USD sehen könnten.

Aus diesen Überlegungen heraus habe ich gestern zu 25,45 USD auf den letzten Drücker nochmal nachgelegt (man weiß ja nie, welche Gesetzeslage einem mit der Speku-Steuer ab 1.1.2007 "rückwirkend" treffen kann).
Sollte eine erkennbare Übertreibung bei Sigma eintreffen (für meine Begriffe so ab 35 USD im ersten Halbjahr 2007 ...), werde ich mich auch vor der Zeit wieder davon trennen.
Sollte entgegen meinen Erwartungen die Aktie bis Ende Januar noch fallen (da ist doch diese Elektronikmesse mit "Marktwirkung" für Sigma in Las Vegas, oder?), werde ich auch nochmal nachlegen.

[overview]

Mich würde noch von anderen interessieren, wie sie sich in Sachen Sigma verhalten, also z.B.

- ich kaufe Sigma inzwischen bevorzugt als "US-Wertpapier-Order", weil hier stets genügend Umsatz da ist und man in jeder Richtung durch entsprechende Kauf- oder Verkaufsaufträge auch extreme Kursspitzen ausnutzen kann.

- ich sichere je nach Situation die Hälfte bis zu 2/3 der Position durch Stopp-Loss-Orders ab. Beim aktuellen, seitwärts laufenden Kurs ca. 12% - 15% drunter, bei einem stark steigenden Kurs z.B. 1/5 oder 1/4 des Depots nur 3% - 5% unter dem Tageskurs.
So fliegt man in Seitwärtsphasen nicht gleich raus und verpaßt evtl. den nächsten Anstieg während man bei einem starken Kursanstieg mit den engen SL einen günstigen (wenn auch unfreiwilligen) Ausstiegszeitpunkt für Teilmengen sicherstellen kann.

- für 2007 rechne ich mit einem steigenden Sigma-Kurs bis zu einer ersten (weltweiten) Aktienmarktkorrektur. Zum Sommer hin dürfte es wieder deutlich runter gehen, im Herbst rechne ich aufgrund der volkswirtschaftlichen Daten in USA ("sanfte Konjunkturlandung", Beginn von Zinssenkungen, ca. 3 - 6 Monate danach Aktienmarktanstieg um 10%) auch bei den Small + Mid-Caps wie Sigma mit einer starken Jahresendrallye. Mit einem Teil meiner Sigma bleibe ich langfristig (2008) investiert, mit etwa der Hälfte werde ich versuchen, die Kursaufschwünge mitzunehmen und die Abschwünge zu vermeiden.

Sicherlich ist es einfacher, auf einem 120% Kursplus sitzend, die Dinge so zu sehen, als wenn man jetzt völlig neu bei Sigma einsteigt. Aber: welche Aktie als Sigma ist im Moment wirklich interessanter?

[amorphis]

Antwort auf Beitrag Nr.: 26.578.924 von overview am 30.12.06 16:37:23

hola overview!

kaufe in der nächsten woche neue positionen...lass dich überraschen...

[Papierhecht]

Antwort auf Beitrag Nr.: 26.586.977 von amorphis am 30.12.06 19:37:35

Hey Amorphis,

guten Rutsch ins neue Jahr!
lass dich nicht nicht von plisscon nerven und schreib weiter an diesem exzellenten thread, wir danken es dir alle!

alles gute, bis in 2007

der hecht

[Pliscon]

Antwort auf Beitrag Nr.: 26.574.904 von hahel am 30.12.06 14:14:02

Zunächst einmal auch meinen herzlichen Dank für die in den letzten zwei Jahren sachlich und ohne Wertung eingestellten Infos zu SIGMA. Für mich war es wohltuend endlich mal einen Thread gefunden zu haben der sich auf diese Informationen beschränkt und nicht von Müll und nutzlosen Kommentaren gezeichnet war.


Nur Schade, dass negative Infos stets unterschlagen werden, sprich hier in diesem Thread nie auftauchen!

Zum Beispiel das drohende Delisting an der Nasdaq! Solche Meldungen findet Amorphis irgendwie nie!

[Pliscon]

Antwort auf Beitrag Nr.: 26.586.977 von amorphis am 30.12.06 19:37:35

hola overview!

kaufe in der nächsten woche neue positionen...lass dich überraschen...

Das hätte ja jetzt keiner gedacht! Du kaufst doch jede Woche angeblich nach!

Aber auch auf diesem schwindeleregendem Niveau? Nicht dass das mal in die Hose geht!

[overview]

Antwort auf Beitrag Nr.: 26.611.710 von Pliscon am 31.12.06 15:11:26

Welche zwei, drei Aktien würdest Du uns denn STATT Sigma empfehlen?

[Pliscon]

Antwort auf Beitrag Nr.: 26.614.396 von overview am 31.12.06 16:17:33

Tokuyama, Viropharma und Solarparc

[overview]

Antwort auf Beitrag Nr.: 26.614.536 von Pliscon am 31.12.06 16:20:48

Hast Du auch Kurs-/Performance-Erwartungen für 1. HJ 2007 bzw. Gesamtjahr 2007 dazu?

[Pliscon]

Antwort auf Beitrag Nr.: 26.619.328 von overview am 31.12.06 18:30:31

Hast Du auch Kurs-/Performance-Erwartungen für 1. HJ 2007 bzw. Gesamtjahr 2007 dazu?

Auf einmal? _Sonst gibst du dich doch auch mit einfadchen Copy and Past Texten von Amorphis zufrieden!

[amorphis]

Antwort auf Beitrag Nr.: 26.630.457 von Pliscon am 01.01.07 21:09:07

sehr einfallslos...eben typisch du!schlechter als schlecht...

[overview]

Antwort auf Beitrag Nr.: 26.630.457 von Pliscon am 01.01.07 21:09:07

... soviel Ironie statt stupider Wiederholungen bin ich ja gar nicht gewohnt.

Also: hast Du auch eine Kursmeinung zu Deinen Empfehlungen oder nicht?
Wenn ja, werde ich zu drei anderen Werten auch eine nennen.

[amorphis]

http://www.tvpredictions.com/rsmith122906.htm

Commentary
Will CES Solve the HDTV DVD Format War?
By Robert Smith
HD Observer

Palo Alto, California (December 31, 2006) -- The Consumer Electronics Show has a tradition of setting the stage for the next year in the electronics marketplace. Last year’s show introduced the new HD disc players and new video game systems. There is now a chance that this year’s CES, due to begin January 8 in Las Vegas, will virtually decide the HDTV DVD format war.

The industry wants this format war resolved. Sales of both formats (players and discs) have been smaller than expected, and there is a clear feeling of frustration among retailers and the movie studios about the prospects of having two very similar formats to confound the customer. This Christmas season, HDTVs were selling well, yet HD-DVD and Blu-ray players remained a curiosity to most consumers.

A year ago at CES, it appeared that Blu-ray was a shoo-in. The Blu-ray format was judged technically superior, and Sony had assembled an impressive coalition of CE companies and studios to support Blu-ray, capped by the PlayStation 3 gaming system. In contrast, Toshiba appeared to have little going for its simpler HD DVD format, except for an earlier launch date and support from Microsoft.

However, Toshiba lowered the price of its entry-level player to $499, and the launch titles from Warner Bros. and Universal were stunning. In contrast, the only Blu-ray player to launch was the Samsung, overpriced at $999; more importantly, Sony Pictures Home Entertainment launched with rather poor looking Blu-ray titles. So, by last summer, the rap on Blu-ray was that it was twice as expensive but not as good as HD DVD.

First impressions count and cost Blu-ray any chance of an early victory. However, the Blu-ray group has steadily made progress since the fall. Titles from both formats are on a par in terms of quality, and while Blu-ray has yet to demonstrate convincingly that it is better, the higher-capacity 50GB disks are now common and it appears that studios like Disney and Fox are learning how to use Blu-ray’s features to create a compelling product.

Toshiba and ally Microsoft have been nimbler, more customer responsive, and have used the Internet (such as avsforum.com) to great advantage. They orchestrated a 180-degree turnaround in support among early adopters. Sony and other Blu-ray companies have seemed stubborn and unresponsive, and have stayed with their game plan. Sony was also hit by any number of problems throughout its business, some of which it handled badly.

But at this point, it appears to this observer that the Blu-ray game plan is finally working. CES may ratify this, or may put yet another twist on the format war. Let’s see why.

Studio Plans
Looking at the content area, Blu-ray has 6 of the 7 major studios now shipping Blu-ray titles, while HD DVD only has 3 of the 7 majors. Blu-ray started later and had a rocky start, but Blu-ray is catching up rapidly. There are now 58 Blu-ray titles announced for the future, compared to only 15 similar HD DVD titles. By the end of January, Blu-ray will be ahead in total title count. If studio support does not change, and current release trends continue, I estimate that Blu-ray will have twice as many titles as HD DVD sometime in 2007.

Studio support may change at CES, or it may be reconfirmed. Here is a run-down by studio.

* Universal is exclusive to HD DVD and is very unlikely to change.

* Paramount is supporting both formats exactly equally and will not change.

* Warner Bros. is supporting both, but is about 23 titles ahead on HD DVD. Indications are, however, that Warners plans to catch up with Blu-ray and support both formats equally in 2007.

* Sony is exclusive to Blu-ray and will not change.

However, Sony has not helped Blu-ray as much as expected, due to poor initial picture quality and a small number of titles. Recent Sony titles are fine.

* Fox appears to be very supportive of Blu-ray and is doing good work. A change to also supporting HD DVD would be extremely significant but I predict it will not happen.

* Disney is supporting Blu-ray and has been rumored to be interested in supporting HD-DVD as well. This would really help HD-DVD. However, I predict that Disney will remain exclusive with Blu-ray. I think Disney wants the format war to end, and that supporting HD DVD would in their view prolong it.

* MGM is currently supporting Blu-ray exclusively. MGM is 20 percent owned by Sony and distributed by Fox, so is unlikely to start supporting HD DVD.

Mini-major LionsGate is exclusive to Blu-ray. I predict that there is a 50-50 chance they will announce support for HD DVD, but this seems less likely to me than it did several months ago.

Other providers, including up-and-coming Weinstein, have different affiliations. It looks like Weinstein will support HD DVD exclusively, but this will have a minor impact throughout 2007, since they are still building their empire.

Hardware support is also important. Consumers like to buy things from brands they trust, and they want to choose from a certain variety.

At the present, Toshiba is the main supplier of HD-DVD players. RCA sells a "rebadged" Toshiba, and Microsoft has an add-on for their XBox 360 video game system, also manufactured by Toshiba, for $199 (but you have to have the XBox 360 to use it). Toshiba just shipped its second-generation HD-A2 player for $499, and is expected to start shipping the higher-end HD-XA2 player for $999 within a few days, and it promises excellent quality.

For months, the only Blu-ray player was the under-appreciated Samsung listing at $999 (now available for less). Since October, Blu-ray players have shipped from Panasonic, Philips, and Sony; the highly praised but expensive Pioneer just started shipping. Sony also started shipping the PS3, with over a million shipped to the US and Japan, at $499 and $599. The PS3 has been very well received as a Blu-ray player, and it is now clear that game consoles are a large part of the format war.

Blu-ray now has more models in the US marketplace, and more players in homes (including game consoles), and this advantage is increasing daily.

New Hardware
It is expected that there will be a variety of new hardware announcements at CES. Here are some of the things to look for:

* More HD DVD manufacturers: Don’t expect Pioneer or Panasonic to start supporting HD DVD, but maybe LG and conceivably Samsung. Some of the “boutique” manufacturers like Marantz and Denon may get into the game, but they have been reluctant to make big investments until the format war is resolved.

* More announcements from Blu-ray supporters: Look for LG, Sharp, perhaps JVC. Look for models with HDMI 1.3 and the next level of Blu-ray support. I am guessing that we will see a stand-alone Blu-ray player announced for $499.

“Combo” players: there has been a lot of talk about players that would support both Blu-ray and HD DVD, with parts companies building components that would work in both. A combo player would put an interesting spin on things, but I am not sure that it will help or even happen. A combo player would be expensive (perhaps more than buying both formats!), and the format war may be resolved before the combo even ships, making it an instant white elephant. I am betting 50-50 that we do not see one actually announced at CES, but will see some prototypes or trial balloons, possibly from LG.

Perhaps the biggest event that is likely would be a lower-cost stand-alone player. Next to content, this is the most important issue. At present, both formats have solutions at $499 list (if you include game consoles, as the market seems to be doing.) A $399 or $299 player would shake things up. If this happens, it will probably come from Toshiba or a new HD DVD ally; Toshiba has already shown a willingness to subsidize players and also has shown a better understanding of the customer that anyone in the Blu-ray camp.

Overall, here is my prediction: the Blu-ray game plan is now finally working, and if things remain on their current course, Blu-ray will win the format war sometime in 2007. But this can change dramatically with either added studio support for HD DVD or new player initiatives. Anything can still happen, but CES should give us a lot of information about the outcome.

Stay tuned for my follow-up report after the show.
Robert Smith is a HD Observer for TVPredictions.com and a vice president of engineering at a Palo Alto-based educational research company.

If you would like to be a HD Observer for TVPredictions.com, send an e-mail to: [e-mail]

Comments by our HD Observers are the opinions of the writers and may not reflect the position of TVPredictions.com

Click TVPredictions.com to see today's Swanni Sez.

© TVPredictions.com

[Pliscon]

Antwort auf Beitrag Nr.: 26.630.881 von amorphis am 01.01.07 23:13:33

Und deine eigene Meinung dazu?

[Pliscon]

Antwort auf Beitrag Nr.: 26.630.821 von overview am 01.01.07 23:05:23

soviel Ironie statt stupider Wiederholungen bin ich ja gar nicht gewohnt


Das war keine Ironie!

[amorphis]

Antwort auf Beitrag Nr.: 26.631.751 von Pliscon am 02.01.07 02:02:57

die bekommst du von mir sicher nicht...diejenigen die englisch sprechen und verstehen...wissen ja was geschrieben steht...und bilden können sie ihre meinung auch selbst!

Old media fights against titans of tech

By Chris Nuttall
Monday Jan 1 2007 17:20

Silicon Valley schmoozed with the stars of Hollywood at the Consumer Electronics Show (CES) in Las Vegas in 2006 but the 2007 sequel of America's biggest trade show is giving the Titans of Tech only B-Movie status.

Tom Cruise embraced Terry Semel at the Yahoo chief executive's keynote address last January while Robin Williams cracked a joke with Google (NASDAQ:GOOG) co-founder Larry Page and Tom Hanks appeared with Intel's Paul Otellini.

They will not be providing a repeat performance when CES opens on Monday January 8.

Attendees will instead listen to a line-up heavily skewed towards traditional media companies and the telecommunications, cable and satellite companies that deliver their content.

CES, with the chief executives of leading companies mingling with 2,700 exhibitors and 150,000-plus attendees, has come to reflect current trends in consumer electronics, computing and the internet in addition to serving as the shop window for products yet to come.

The CES of 2006 caught the moment of internet and technology companies trying to converge with and grab a significant share of the consumer electronics space.

The 2007 keynotes suggest that old media and carriers are fighting back and approaching the internet on their own terms.

Mr Semel had argued that the internet – and Yahoo – had become the delivery channel of choice for content. He announced Yahoo Go, an interface for the TV similar to Microsoft's Windows Media Center.

That has barely registered with consumers over the past 12 months and Intel's unveiling of Viiv, its brand for multimedia living room PCs, has yet to become anything like a household name.

Google announced a content distribution agreement with CBS at CES last year and went on to acquire YouTube.

But it still faces lengthy negotiations to strike agreements with all the leading content providers.

Those companies have re-thought how they will make their content available over the past year.

Walt Disney-owned ABC began selling TV shows such as Desperate Housewives on Apple's iTunes service in October 2005.

Now the shows can be watched for free on its own website, helping viewers to catch up and then carry on watching on the regular TV medium.

Robert Iger, Disney's chief executive, will be a keynote speaker next week as will Les Moonves, CBS chief executive.

The heads of the leading cable, satellite and phone companies will debate new options for content delivery becoming available to consumers, such as AT&T and Verizon's plans to deliver comprehensive TV services via phone lines or fibre-optic cables to the home.

AT&T will deliver Internet Protocol TV but its medium will be a different beast from downloading content from Google's video sites.

CES will also recognise the growth of the mobile phone and the expansion of content and services to it.

The chief executives of Motorola (NYSE:MOT) and Nokia will deliver significant speeches at the start of a year when more than a billion phones are expected to be sold worldwide.

Bill Gates will give his customary eve-of-CES speech on Sunday and is expected to focus on Vista – the much-delayed Windows operating system finally released to consumers this month.

Vista software will also help usher in a whole new range of hardware products.

These will include a fresh crop of ultra-mobile PCs (UMPCs).

The mini-laptop/display devices should cause more excitement than the pricey versions with poor battery lives launched under Microsoft's Origami Project banner last year.

At the 2006 CES, it was the large screens of high-definition televisions that stood out and some of the displays will be even larger this year.

"I would not be surprised to see a 108-inch Samsung display," says Roger Kay, analyst at Endpoint Technologies.

"But whereas last year you saw an unbelievable tour de force of displays in all sizes, this year it's going to be more of the same – the big deal is that they are much cheaper than a year ago."

The CES celebrates its 40th anniversary this year.

It first took place in New York in 1967, featuring 110 exhibitors and attracting 17,500 attendees.

[overview]

Antwort auf Beitrag Nr.: 26.631.752 von Pliscon am 02.01.07 02:04:03

Hast Du jetzt ein Kursziel zu Deinen Empfehlungen oder nicht?

Du bist doch nicht so einer, der andere nur kritisiert, während er selbst nicht bereit ist, eine Einschätzung abzugeben, oder?

[Pliscon]

Antwort auf Beitrag Nr.: 26.633.595 von overview am 02.01.07 10:12:10

Erstmal würde ich gerne von dir bzw amorphis eine eigene Meinung zu Sigma hören!

[overview]

Antwort auf Beitrag Nr.: 26.634.169 von Pliscon am 02.01.07 11:03:00

DU liest aber schon gelegentlich den Thread, bevor Du Kommentare abgibst, oder?

Dann sind Dir doch #2244 + #2245 von mir nicht entgangen.

[overview]

Antwort auf Beitrag Nr.: 26.633.595 von overview am 02.01.07 10:12:10

@Pliscon:
... warum zierst Du Dich, selbst Einschätzungen zu treffen, die Du von anderen ständig verlangst?
Angst vor der eigenen Courage?

Sind folgende Fakten korrekt zitiert?

Solarparc Thread: Solarparc mit der gleichen charttechnischen Formation wie Solarworld bei 40 €
eröffnet von Pliscon am 22.09.05
Kursverlauf von damals bis heute


Pliscon: „Also dass Solarparc in den nächsten Jahren nicht um Prozente zulegen wird, sondern um Faktoren!“
http://www.wallstreet-online.de/dyn/community/thread.html?th…

Pliscon: „Vor allem hoffe ich mal auf neue Höchstkurse im neuen Jahr!“
http://www.wallstreet-online.de/dyn/community/thread.html?th…

Das wären ja dann 22,30 € (von Anfang 2005) + x, oder ?


TOKUYAMA CORP Thread: Tokuyama (WKN 860381) und das graue Gold!
eröffnet am 9.11.05 von Pliscon
Kursverlauf von damals bis heute


Pliscon: "Kursziel 2006: 20,00 €"
http://www.wallstreet-online.de/dyn/community/thread.html?th…


VIROPHARMA INC. Thread: ViroPharma mit News
Kursverlauf von damals bis heute


Pliscon: „Die Spekulation beruft darauf, dass Viropharma eventuell eine positive Nachricht von der FDA bekommen könnte!“http://www.wallstreet-online.de/dyn/community/thread.html?th…

Pliscon am 23.08.2006: "Unterm Strich sehe ich ein Potential von 20 Dollar bei Viropharma!"
http://www.wallstreet-online.de/dyn/community/thread.html?th…

letzter Nasdaq-Kurs 29.12.2006: 14,64 USD

[overview]

@ Pliscon: meine Tips für 2007 sind

SIGMA Thread: SigmaDesign - kurz vor break des ATH - Kursziel: 35 USD + x

SIGA Thread: SIGA rockt mit Pocken-Medikament! - Kursziel: 5 USD zum 31.03.2007 und 15 USD zum 31.12.2007

NBX Thread: November ag - Wann gehts endlich bergauf - evtl. die turn-around-story 2007 mit meinem Kursziel von 3 € zum 31.03.2007 und 5 € zum 31.12.2007
(bei der Info-Suche nicht erschrecken: die November AG steht (noch) unter Insolvenzverwaltung).

VIRO Thread: ViroPharma mit News - Kurspotential von heute aus gesehen max. 20 USD in 2007


So, und wie lauten nun Deine Kursziele 31.03. bzw. 31.12.2007 für Sigma + Viro + Solarparc + Tokuyama ???

[Pliscon]

Antwort auf Beitrag Nr.: 26.639.296 von overview am 02.01.07 17:34:08

Ich würde immer noch gerne eine Meinung von Amorphis hören!

Oder bist du Amorphis???

[amorphis]

Antwort auf Beitrag Nr.: 26.646.368 von Pliscon am 03.01.07 00:15:42

pliscon...du bekommst von mir aber keine!sorry...du hast alles verdient...nur das nicht!

[overview]

Antwort auf Beitrag Nr.: 26.646.368 von Pliscon am 03.01.07 00:15:42

Deine Tips hatten nichts mit Amorphis zu tun, ich habe nichts mit Amorphis zu tun, unser Informationsaustausch hat nichts mit Amorphis zu tun. WO IST DEIN PROBLEM?

[hahel]

Vielleicht etwas zum Schmunzeln:

Mein Gott Pliscon, bist du dämlich.
Antwort von Pliscon: "nenn mich nicht dämlich".
Antwort: "Stimmt, dich dämlich zu nennen wäre eine Beleidung für jedes Schaf. Ich habe schon Pullover mit einem höheren IQ gesehen".
Aus dem Film "Ein Fisch namens Wanda".
Kam mir gerade so in den Sinn.
Pliscon, nichts für ungut, aber wo bleiben deine Statements zu den Kursen für 07???

[overview]

Antwort auf Beitrag Nr.: 26.650.527 von overview am 03.01.07 09:33:07

@pliscon:

Laß Dich von anderen nicht aus der Ruhe bringen.
Aber wer in #2251 drei Tips in den Raum wirft, wird ja wohl auch eine Vorstellung zur möglichen Kursentwicklung in 2007 haben.

[overview]

Hier ist eine mögliche LÖSUNG für das Options-Problem bei Sigma!
Der Rückzahl- und Neubewertungskompromiß bei den zurückdatierten Optionen beim Biotech-Kollegen Medarex könnte Vorbildfunktion haben.

As previously announced, the Board of Directors (the "Board") of Medarex, Inc. ("Medarex") initiated an investigation in June 2006 into the historical stock option grant practices of Medarex by a Special Investigation Committee of the Board. Based on its investigation, the Special Investigation Committee found that prior to the enactment of the Sarbanes-Oxley Act of 2002, Medarex had a practice, in many instances, of dating its stock option grants and restricted stock grants as of dates on which the stock price was relatively low, without disclosing the selection in its public filings and without taking a compensation charge. In November 2006, the Board determined, based on the recommendations of the Special Investigation Committee, that members of the Board who received misdated grants (i.e., all current directors who were appointed before 2001), and specified senior officers, including the officers identified below, must repay to Medarex any gains they realized from such grants, if exercised, and reprice their outstanding stock options to reflect an exercise price based on the applicable accounting measurement date. All such directors and senior officers agreed to do so and Medarex has entered into agreements with each of the affected directors and senior officers to reflect such agreement.

Quelle in # 2789 http://www.wallstreet-online.de/dyn/community/thread.html?th…

Das klitzekleine "Delisting-Gespenst" könnte sich in Wohlgefallen auflösen.
Wäre auch logisch: wer sich schonmal angeschaut hat (US-Quelle finde ich gerade nicht wieder, aber ich glaube es war bei forbes.com) welche zukünftigen Optionen die Herren noch ausüben dürfen, kann sich ausrechnen, daß ein höherer Kurs in der nahen Zukunft von legal realisierbaren Optionen viel mehr aufs Gehaltskonto spült, als nicht ausübbare (weil in Zweifel gezogene und in behördlicher Untersuchung befindliche) Papieroptionen.

[Pliscon]

Antwort auf Beitrag Nr.: 26.658.334 von overview am 03.01.07 17:04:40

Jetzt antwortest du dir schon selber? Dachtest wohl, du schreibst gerade mit der Amorphis-ID



Püntklich wie die Maurer! Sigma verliert wieder die Tagesgewinne und ist gleich im Minus!

[overview]

Antwort auf Beitrag Nr.: 26.663.326 von Pliscon am 03.01.07 20:31:58

Bist Du hier, um immer nur das gleiche zu schreiben oder um Informationen auszutauschen?

Also: mich interessiert einfach nur, wie Du die Entwicklungschancen Deiner Aktientips (Viro + Solarparc + Tokuyama) sowie von Sigma per 31.03. und per Jahresende 2007 einschätzt.

[sechzgerfan]

Antwort auf Beitrag Nr.: 26.663.326 von Pliscon am 03.01.07 20:31:58

Viropharma 21:00: 14,00 $ (-4,4%)

[overview]

Antwort auf Beitrag Nr.: 26.664.116 von sechzgerfan am 03.01.07 21:20:35

Vorsicht! Du könntest nach Amorphis, Overview und miristegal als weitere Doppel-ID von Pliscon "erkannt" werden!

Dabei ist doch selektive Wahrnehmung die schönste Art, seiner "Persönlichkeit" positive Bestätigungen zu verschaffen, die man woanders nicht bekommt.

[overview]

Antwort auf Beitrag Nr.: 26.663.326 von Pliscon am 03.01.07 20:31:58

schwarz: Sigma / blau: Viro


Während sich beide Aktien marktbedingt "parallel" verhalten, postet Pliscon unablässig seine persönliche Wahrnehmung einer +/- Seitwärtsbewegung:

18.12.06 #2141: Sigma stürzt langsam in Richtung Minus!
19.12.06 #2149: Hmmm Sigma gerade 3,5% im Minus!
21.12.06 #2156: Sigma wird wie eine heiße Kartoffeln fallengelassen!
22.12.06 #2177: Ob bei Sigma bald eine Bombe platzt?29.12.06 #2229: Interessant, Sigma stürzt wieder mal ins Minus!30.12.06 #2241: Sigma konnte schon wieder nicht das Plus halten!
03.01.06 #2271: Sigma verliert wieder die Tagesgewinne und ist gleich im Minus!

Nennt man sowas eine "fixe Idee"?

[overview]

@pliscon:

In #2261 fragtest Du nach meiner Meinung bzgl. Sigma, die Du bereits in #2244 + #2245 hättest lesen können.

In #2270 zeigte ich eine "wahrscheinliche" Lösungsmöglichkeit für das noch offene back-dating-Problem der Optionen auf, das von Dir immer wieder als große Gefahr für einen großen Kurssturz genannt wurde.

Wie ist nun Deine Meinung und Kurseinschätzung zu Sigma in 2007 sowie zu den anderen von Dir empfohlenen Alternativen zu Sigma, nämlich Solarpark, Viro und Tokuyama?

[Pliscon]

Antwort auf Beitrag Nr.: 26.663.688 von overview am 03.01.07 20:54:38

Dies ist der Sigma-Thread!

Geh doch in den Thread der jeweiligen Aktien!

[Pliscon]

Antwort auf Beitrag Nr.: 26.664.624 von overview am 03.01.07 21:50:10

je öfters Overview schreibt, desto seltener kommt der "User" Amorphis!

Warum wohl?

[overview]

Antwort auf Beitrag Nr.: 26.664.674 von Pliscon am 03.01.07 21:52:13

Pliscon:

Du bist einer der Menschen, die wahnsinnigen Schiss haben, beim Wort genommen zu werden!
Deine oberflächlichen Ausflüchte werden immer lächerlicher!
Du bist zu feige, für von Dir ausgesprochene Aktienempfehlungen ein Kursziel zu nennen!
Das Risiko einer Fehleinschätzung und Deine damit verbundene Angst vor einem Gesichtsverlust verhindert, daß Du mit anderen Menschen normal kommunizieren kannst.

Pliscon, Du brauchst professionelle Hilfe.
Aber hier ist der falsche Ort dafür.

[overview]

@ pliscon:

Ich habe gerade für Dich (und auch für alle anderen die es interessiert) ein öffentlich zugängliches MUSTERDEPOT mit "Deinen" und "meinen" Werten angelegt:
http://www.comdirect.de/index.html?gourl=https%3a%2f%2fisht.…

So kannst Du Dir zukünftige Kurssturzmitteilungen sparen und bist auch nicht mehr in Bedrängnis, überhaupt mal eine fundierte eine eigene Meinung abgeben zu sollen.
Es reicht der regelmäßige Blick ins Musterdepot, dessen Beginn und Daten von heute absolut unstrittig sind.

[amorphis]

Antwort auf Beitrag Nr.: 26.664.691 von Pliscon am 03.01.07 21:52:57

je öfters Overview schreibt, desto seltener kommt der "User" Amorphis!

Warum wohl?

du bist sogar noch dämlicher als dämlich...

hab hier vor ein paar tagen geschrieben das mir deine anwesenheit zu blöd wird-ich deshalb weniger poste!

[amorphis]

Press Release Source: The WiMedia Alliance

DaimlerChrysler to Demonstrate First of Its Kind In-Vehicle Video Streaming Over UWB at CES 2007 WiMedia TechZone
Wednesday January 3, 3:00 pm ET
Ground-Breaking Research Prototype Uses Intel Technology to Enhance Rear Seat Entertainment in Vehicle

SAN RAMON, Calif., Jan. 3 /PRNewswire/ -- The WiMedia Alliance today announced that at next week's CES International event in Las Vegas, the WiMedia TechZone will showcase solutions and building blocks required for enabling WiMedia based solutions. Participating companies in the WiMedia TechZone are: Alereon, Inc.; Artimi Inc.; Focus Enhancements, Inc.; General Atomics; Hewlett-Packard Company; Intel Corporation; NEC Electronics Corporation; Sigma Designs, Inc.; Staccato Communications; Stonestreet One; Sybase iAnywhere; Synopsys, Inc.; TRDA Inc./Taiyo Yuden Co., Ltd.; Wilinx Corporation; Wipro-NewLogic; WiQuest Communications, Inc.; and Wisair Ltd., as well as a key partner, the USB-Implementers Forum. These organizations represent leading edge companies in the development of WiMedia technology and will be available to answer all aspects of the WiMedia technology that will be appearing in products this year. The WiMedia TechZone will be in the Las Vegas Convention Center, Central Hall 3, Booth #13544.

Included in the WiMedia TechZone is a demonstration from DaimlerChrysler Research, Engineering and Design North America Inc. (DC REDNA), who will be exhibiting a Mercedes-Benz R500 enabled with the ability to stream high-definition video live from a consumer electronic device using ultra-wideband (UWB) to a rear system entertainment (RSE) system. This demonstration of WiMedia UWB in an automobile is the first of its kind research prototype and sets the stage for technology and content development that capitalizes on the growing popularity of RSE systems in family vehicles.

In this prototype demonstration, DC REDNA uses UWB technology provided by Intel in the vehicle. The Intel UWB solution incorporates the Intel® Wireless UWB Link 1480 MAC (Media Access Controller) silicon and an Alereon AL4000 WiMedia RF Transceiver to create the wireless USB connection. The demonstration will illustrate the streaming of high-definition video from a handheld mobile device to the RSE system inside the Mercedes-Benz R500 viewable on the factory installed monitors in the headrests for the middle and third row passengers.

"We appreciate Intel's work to enable UWB in automobiles as we strive to enhance the comfort and convenience features for all our passengers," said Dr. Wieland Holfelder, Vice President and Chief Technology Officer of DaimlerChrysler Research, Engineering and Design North America Inc. "As more and more wireless devices and wireless options will find their way into future DaimlerChrysler vehicles, standardization is essential and we look forward to collaborating with the WiMedia Alliance and their members to open up new innovations for drivers and passengers."

The CE, PC, mobile device and automotive marketplaces have many applications that require high bandwidth wireless connectivity over a short range personal area network. With more than 250 members, the WiMedia Alliance is committed to promoting and enabling UWB technology that allows consumers to utilize rich and compelling content between devices within a wireless personal area network (WPAN).

"As more companies develop products based on the WiMedia UWB Common Radio Platform, consumers will reap the benefits of owning devices that work together and stream content that can be shared with others in their personal area networks," said Stephen Wood, president of the WiMedia Alliance. "Consumers' needs and wishes for enhanced technology continue to drive the members of the WiMedia Alliance to envision new ways of utilizing PC, CE and mobile devices in the home, office, and even in the car."

About The WiMedia Alliance

The WiMedia Alliance is a not-for-profit open industry association that promotes and enables the rapid adoption, regulation, standardization and multi-vendor interoperability of ultra-wideband (UWB) worldwide. The basis for the industry's first UWB standards (published by Ecma International), WiMedia UWB is optimized for wireless personal-area networks delivering high-speed (480Mbps and beyond), low-power multimedia capabilities for the PC, CE, mobile and automotive market segments. Emphasizing peaceful coexistence with other wireless services, the WiMedia UWB Common Radio Platform is designed to operate with application stacks developed by the 1394 Trade Association Wireless Working Group, the Certified Wireless USB Promoter Group and the Bluetooth-SIG. WiMedia's board members include Alereon, HP, Intel, Kodak, Microsoft, Nokia, NXP, Samsung Electronics, Sony, STMicroelectronics, Staccato Communications, Texas Instruments and Wisair. For more information, please visit www.wimedia.org .


Source: The WiMedia Alliance

[amorphis]

WINTER_CFA


1) "Japan's #1 Digital Media Adapter, AVeL LinkPlayer2, Embraces Intel Viiv Technology"

http://home.businesswire.com/portal/site...

"SAN JOSE, Calif.--(BUSINESS WIRE)--I-O DATA DEVICE USA, INC. (I-O DATA) today announced the immediate availability of the AVeL LinkPlayer2 with support for Intel® Viiv™ technology. AVeL LinkPlayer2 is a networked digital media and DVD player with support for High Definition (HD 1080i/720p) file formats such as Microsoft Windows Media® Video 9 (WMV9) HD, MPEG2-TS, and DivX® HD. Now the number one digital media adapter in Japan will enable consumers to access, share, and manage digital media from their Intel Viiv technology-based PCs. The AVeL LinkPlayer2 for Viiv will be sold at PC Mall and other retail stores nationwide with a suggested retail price of US$279.00."

Nice PR, but a SIGM mention would have been nicer.

2) Today's Wall Street Journal has a great article on Page B1 titled, "Find It on the Web, Watch It on TV."

While SIGM again gets no mention, the story discusses many SIGM-powered products such as Hewlett Packard's MediaSmart HDTV, Netgear's Digital Entertainer DMA, and D-Link's MediaLounge DMA. Article closes by mentioning that Motorola and Cisco are both developing set-tops to get content off of the Web.

3) I happened to stop at a Sears store last night for another reason, but also caught a Sony Blu-Ray player showing The Fifth Element movie on a nice big plasma screen. The manager told me that they received 20 units before Christmas and now had only the floor model left.

I guess they will be ordering more - just like every other store.


2007 should be some year for SIGM and the faithful!

[amorphis]

http://biz.yahoo.com/iw/070103/0199451.html

[amorphis]

nice momentum-play...

WKN: B0F9RQ6

[amorphis]

http://www.sigmadesigns.com/public/Investors/pdf_files/inves…

[tastenow]

Antwort auf Beitrag Nr.: 26.586.977 von amorphis am 30.12.06 19:37:35

hola overview!

kaufe in der nächsten woche neue positionen...lass dich überraschen...

Auch ich bin überrascht - Kurs heute auf unter 24 USD und damit 5,5 % im Minus. Gute Chance günstigst einzusteigen! Amorphis hat es gewußt - danke!



Gruß
Tastenow

[overview]

Wenn man auf das Tief bei 23,90 und gleichzeitigen auf das Volumen schaut sieht man, daß da in dieser "Noch-Urlaubswoche" schön Stopp-Loss ausgelöst und sofort wieder in gleicher Stückzahl eingesammelt werden.



Morgen dürfte das Spiel nochmal so weitergehen.
Aber nächste Woche "schnalzt" der Kurs zurück, wetten?

[Pliscon]

Antwort auf Beitrag Nr.: 26.680.247 von overview am 04.01.07 20:14:02

Ohweh, das war wohl der 5. Börsentag hintereinander an dem Sigma im Minus war!


Das Minus wird aber immer größer!



1.19 (4.66%)

[Pliscon]

Antwort auf Beitrag Nr.: 26.664.993 von overview am 03.01.07 22:09:10

Ne nette Idee! Aber nicht schummeln!

[Pliscon]

Antwort auf Beitrag Nr.: 26.666.224 von amorphis am 04.01.07 03:43:47

du bist sogar noch dämlicher als dämlich...

Du verlierst gerade deine Haltung und deinen Ruf (falls du überhaupt einen guten hattest)


PS: Hälst du weiterhin an Sigma fest? Hast du keine Stoppkurse?

[Pliscon]

Auch heute wieder im Minus!!!


Amorphis seit Tagen spurlos verschwunden! Warum stellt er sich nicht?

[TMK1263]

Hi Pliscon,

du hast recht heute im Moment wieder im Minus, ich denke zwischen 23,00 und 22,00 Dollar wird sich ein Boden bilden, wurde ja schon vor Wochen von Dosto gepostet.

Im Moment siehts so aus als ob der Zug Feuerholz aufnimmt um anschließend seine Fahrt wieder zu beschleunigen.

Sollte dies der Fall sein werde ich alles reinhauen was ich habe

Im Moment spricht nichts gegen Sigma und Amorphis. Schadenfreude war schon immer ein guter Indikator für steigende Kurse

[miristegal]

Antwort auf Beitrag Nr.: 26.699.182 von TMK1263 am 05.01.07 19:54:01

ganz deiner meinung. aber es war nicht verkehrt für diejenigen, die um die 10 doll. oder tiefer eigestiegen sind, sich von teilen sigms um die 27 doll zu trennen.
eben wegen d. feuerholz. nun wird wieder gesamelt.

[Pliscon]

Antwort auf Beitrag Nr.: 26.703.274 von miristegal am 05.01.07 23:23:14

Was erzählst du denjenigen, die bei 27 Dollar wegen Amorphis eingestiegen sind?
Die haben jetzt Verluste von fast 30%

[amorphis]

Antwort auf Beitrag Nr.: 26.718.344 von Pliscon am 06.01.07 15:42:28

was laberst du eigentlich ungestraft für einen müll?????

[overview]

Antwort auf Beitrag Nr.: 26.718.344 von Pliscon am 06.01.07 15:42:28

Was erzählst Du eigentlich all denjenigen, die vor zwei, drei Monaten WEGEN DIR nicht bei Sigma eingestiegen sind und aktuell nicht auf 50% Gewinn sitzen (Kurse Mitte November ca. 18 USD, gestern 24 USD) ???

[overview]

Antwort auf Beitrag Nr.: 26.720.586 von overview am 06.01.07 17:09:24

... ich meinte Kurse Mitte Oktober von ca. 18 USD, nicht November!

[TMK1263]

Antwort auf Beitrag Nr.: 26.718.344 von Pliscon am 06.01.07 15:42:28

Hi Pliscon,

kleine Anmerkung auch wenn du es vielleicht nicht verstehst

Jeder ist für seine Investments und seine Entscheidungen selbst verantwortlich.

Diejenigen die diesen Thread hier verfolgen sind auch bei 7€ oder 8€ oder 9€ oder 10€ eingestiegen.

Du kamst leider etwas zu spät, aber selbst da hättest du noch locker 30% machen können, schau daß du es diesmal nicht wieder vermasselts.

Leider bin ich nicht bei 27 ausgestiegen, aber ich kanns mir auch leisten

andererseits bin ich dann auch dabei wenn es auf die 35 geht.

Ob diejenigen die bei 27 kauften einen Fehler machten wird sich noch heraustellen, einen optimalen Zeitpunkt beim Kauf und Verkauf von Aktien wird man selten erwischen, das habe ich in den letzten Jahren auch lernen müssen.

Wichtig ist nur Verluste zu begrenzen. Da kann man dann bei 22 Dollar darüber nachdenken. Ist aber nur meine bescheidene Meinung, nicht daß du mich noch verklagst wenn es nicht eintrifft.

[overview]

Antwort auf Beitrag Nr.: 26.725.002 von TMK1263 am 06.01.07 18:31:02

Sehe ich genauso.

Und habe schon wieder nervös den Finger am Kauf-Button ... und überlege, ob ich mir ein Einkaufs-Kursziel setzte - also z.B. 22 USD - und dann auch kaufe, oder ob ich erst 3 bis 5% Wiederanstieg abwarte, um in einen neuen Trend "hineinzukaufen".
Denn daß sich in ein paar Wochen wieder die Ratings und Kursziele überschlagen ist so sicher wie das Amen in der Kirche.

Wie siehst Du das?

[Onkel_Tuca]

Also ich verfolge diesen wert schon eine gut weile und habe genau auf einen solchen Kursrückgang innerhalb des Trends gewartet. Ich werde nächste Woche mal eine erste posi. kaufen und diese aber mental 10% tiefer absicheren (haettest wohl auch machen sollen pliscon aber das lernst du auch noch...).
War auch schonmal vor dem grossen hyp hier drin aber per stop rausgefolgen und als die 14 gebreakt wurde hatte ich leider kein kapital frei. Naja zweiter versuch...

P.S. Pliscon laß mal amorphis inruhe du bist fuer dein Handel selbst verantwortlich.

Mfg Onkel

[amorphis]

Antwort auf Beitrag Nr.: 26.745.332 von Onkel_Tuca am 07.01.07 14:01:24

ja onkel...erstens selber verantwortlich...und zweitens kann er nicht mal rechnen...denn wer wirklich im hoch bei 27$ gekauft hat...sitzt nicht auf 30% kursverlusten...wie er so propagiert...sondern auf knappen 13% verlust...nicht mehr...nicht weniger.pliscon...wenn sigm mal zu 18,90$ zu haben ist...dann hast du deine 30% verlust vom hoch...schon ziemlich dumm wenn man nicht mal $ von € unterscheiden kann...aber trotzdem die riesen klappe hat. lol...bist du schlecht.

[TMK1263]

Antwort auf Beitrag Nr.: 26.726.145 von overview am 06.01.07 19:24:18

Hi overview,

in der Aktie ist sehr viel Fantasie, und alle Leute mit denen ich mich über Sigma unterhalte sind von den sehr guten Aussichten bei IPTV und HDTV überzeugt, so daß ich schon der Meinung bin, bei 23-22 Dollar kann man nichts falsch machen zumal die Aktie auch überverkauft ist. Auch würde ich gerne amorphis die Flasche Champagner am Jahresende zukommen lassen. Das heisst für mich bei 23 Dollar bis in den Bereich 22 Dollar werde ich nochmals kräftig nachlegen obwohl mein Bestand jetzt schon viel zu hoch ist. Würde die zugekauften Stücke dann als Trading Position sehen.
Habe allerdings in den Jahren 2000-2002 schmerzhafte Erfahrungen machen müssen, was Gier an der Börse bedeutet, die Börse nicht nur steigt und man seine Schäfchen rechtzeitig ins trockene bringen sollte, deshalb werde ich 2-3% unter 22 Dollar erst mal meine Gewinne sichern. Handle Sigma aber mitterweile nur noch in USA da die Kurse in Deutschland keine größeren Stückzahlen vertragen und die Kursstellungen in Frankfurt eine Frechheit sind.

Wünsche dir weiterhin viel Erfolg mit Sigma
TMK

[Pliscon]

Antwort auf Beitrag Nr.: 26.745.332 von Onkel_Tuca am 07.01.07 14:01:24

Also ich verfolge diesen wert schon eine gut weile und habe genau auf einen solchen Kursrückgang innerhalb des Trends gewartet. Ich werde nächste Woche mal eine erste posi. kaufen

Also ich kann noch warten!

[Pliscon]

Antwort auf Beitrag Nr.: 26.746.834 von amorphis am 07.01.07 15:07:27

Wie wär es mit einem Taschentuch um deine Tränen abzuwischen!

Fakt ist, du hast Leuten noch zum Eingestieg geraten, die sitzen jetzt auf Verluste! Da sieht man eben, dass du nur eine Plaudertasche bist!

Und wie man in anderen Threads nachlesen konnten, scheinst du ja wirklich nur eine Luftnummmer zu sein!

[Pliscon]

Antwort auf Beitrag Nr.: 26.453.528 von amorphis am 24.12.06 17:58:52

istanbulman...heute ist der 24.12. und zufällig auch noch bein geburtstag...hätte dir schon geantwortet...allerdings solltest du eine antwort bekommen...die nicht nach einem satz abgehandelt gewesen wäre und die ganze situation im detail erklärt hätte.


Wo bleibt eigentlich die Antwort????

[miristegal]

Antwort auf Beitrag Nr.: 26.760.411 von Pliscon am 07.01.07 23:57:59

langsam wirst du unerträglich. ist es nur NEID das du mit SIGM kein geld verdienst hast oder?????
was hasteHIER ZUM THEMA SIGMA gepostetausser copy und paste von amphoris TH.????

lese mal die copys und paste v. amophis der letzten monate in E. und D. aufmerksam durch und wenn du es nicht kapierst hast, worum es geht, hole dir mal im kiosk um die ecke eine fachzeitschrift.

ICH MÖCHTE DICH DARAUF AUFMERKSAM MACHEN,das amorphis hier nicht einmal auf deutsch nach fragen seriöser user, stellung genommen hat. mit der schaufel in den kopf - dies kannste von ihm nicht verlangen. WO ES STEHT - den gefallen tu ich dir nicht -SUCHEN LIEBER PLISCO IST AUCH EINE ARBEIT also gibt dir die mühe un d ab an die arbeit, oder vepisst dich.

[amorphis]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[amorphis]

würd echt mal gerne wissen warum meine nette nachricht an pliscon entfehrnt wurde!frag mich nur...sein stänkern ist in meinem thread erlaubt...meins net?

[amorphis]

Press Release Source: Microsoft Corp.

Microsoft Integrates IPTV Software Platform With Xbox 360, Creating All-in-One Digital Entertainment Device
Monday January 8, 3:01 am ET
New Solution Combines Next-Generation TV and Gaming Into Unique Entertainment Platform for Service Providers

LAS VEGAS, Jan. 8 /PRNewswire-FirstCall/ -- At the 2007 International Consumer Electronics Show (CES), Microsoft Corp. today announced a new solution that will bring together two of its leading entertainment products, the Xbox 360(TM) gaming console and the Microsoft® TV IPTV Edition software platform, to create a unique digital entertainment offering. IPTV on Xbox 360(TM) is expected to be available to consumers by holiday season 2007 and will be offered by providers that are deploying TV services over broadband networks based on the IPTV Edition software platform. The solution was unveiled during Microsoft Chairman Bill Gates' CES keynote address Jan. 7.

The integration of a video gaming console with Internet Protocol Television (IPTV) services is intended to deliver a first-of-its-kind entertainment experience. IPTV on Xbox 360 is expected to give consumers all the advantages of an advanced TV service along with the benefits of next- generation gaming, as well as unique new capabilities that the integrated solution brings. Xbox Live®, the largest online social network in the living room, will be seamlessly integrated into the experience, providing consumers with a wide range of community-based features, such as voice chat, sending and receiving text and voice messages, and accessing Xbox Live Marketplace, all while watching TV. For example, while a TV viewer is enjoying his favorite football game, he can receive a message from a friend inviting him to a join voice chat while watching the game, or to play a game of their own with EA SPORTS(TM) ''Madden NFL 07'' on Xbox Live.

''Both Xbox 360 and Microsoft TV IPTV Edition by themselves deliver unique and exciting entertainment experiences today, but IPTV on Xbox 360 is truly a solution that is greater than the sum of its parts and will enable even more exciting experiences to delight consumers, service providers, content providers and game developers alike,'' said Robbie Bach, president of Microsoft's Entertainment and Devices Division. ''By integrating these industry-leading solutions, we are delivering on our promise to drive innovation and enable new connected entertainment experiences for consumers in a way that only Microsoft can.''

With the addition of IPTV Edition functionality, Xbox 360 builds on its position as the centerpiece for high-definition digital entertainment in the living room, offering the best in next-generation games, TV and movies along with the ability to share experiences online with the industry-leading online game network, Xbox Live. Xbox 360 continues to extend its lead with more than 10.4 million consoles sold in 37 countries since launch.

The Microsoft TV IPTV Edition software platform enables a best-in-class digital TV service that offers advanced features such as instant channel zapping, a rich and responsive user interface, video on demand with branded video-on-demand storefronts, digital video recording and high-definition television. Some of the world's largest telecommunications service providers have chosen IPTV Edition as their IPTV software solution, with scale commercial deployments currently under way with AT&T in the United States, BT Group PLC in the United Kingdom, Deutsche Telekom in Germany, T-Online in France and Swisscom in Switzerland.

About Xbox 360

Xbox 360 is the most powerful video game and entertainment system, delivering the best games, the next generation of the premier Xbox Live online gaming network and unique digital entertainment experiences that revolve around gamers. Xbox 360 has a catalog of more than 160 high-definition games and is available in 37 countries. More information can be found online at http://www.xbox.com/xbox360 .

About the Microsoft TV Platform

The Microsoft TV platform is a family of software solutions that help TV service providers create and deliver new digital TV services that delight consumers. Designed to help cable providers and telecommunications companies derive more value from their digital video and network infrastructure investments, the Microsoft TV family supports a full range of services including interactive program guides, digital video recording, high-definition TV, on-demand programming and Internet Protocol TV (IPTV) services. The Microsoft TV platform works across a full range of set-top boxes and TV devices. More information about Microsoft TV can be found at http://www.microsoft.com/tv .

About Microsoft

Founded in 1975, Microsoft (Nasdaq: MSFT - News) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

NOTE: Microsoft, Xbox, Xbox 360 and Xbox Live are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries.

The names of actual companies and products mentioned herein may be the trademarks of their respective owners.


Source: Microsoft Corp.

[Pliscon]

Antwort auf Beitrag Nr.: 26.764.812 von amorphis am 08.01.07 10:57:25

würd echt mal gerne wissen warum meine nette nachricht an pliscon entfehrnt wurde!

Warum wurde sie wohl gelöscht? Du merkst wohl überhaupt nichts mehr!

Wenn jemand so ausrastest wie du, dann ist es zeit die Reißleine zu ziehen! Irgendetwas stimmt mit dir jedenfalls nicht, oder wie kann ein normaler Mensch in einem Börsenboard dermaßen die Teilnehmer beleidigen, dass W.O. einschreiten muss???

[amorphis]

Antwort auf Beitrag Nr.: 26.767.974 von Pliscon am 08.01.07 14:38:34

kann es ja gerne nochmal wiederholen?!

[Pliscon]

Antwort auf Beitrag Nr.: 26.764.866 von amorphis am 08.01.07 11:01:08

Das ist nix Neues!

Hier vom September 2005 !

Sigma entwickelt Chip für IPTV

Von Joachim Kaufmann
ZDNet mit Material von pte
12. September 2005, 12:07 Uhr
TalkBack! Ihre Meinung zum Thema

Settop-Boxen sollen billiger werden

Der Chipentwickler Sigma hat gemeinsam mit Microsoft einen neuen Chip vorgestellt, der die Produktion von billigeren IPTV-Geräten (Internet Protocol Television) ermöglichen soll. Der als SMP8634 bezeichnete Chip wurde vergangenes Wochenende auf der IBC (International Broadcasting Convention) in Amsterdam vorgestellt.




News Hardware


Sigma entwickelt Chip für IPTV

Von Joachim Kaufmann
ZDNet mit Material von pte
12. September 2005, 12:07 Uhr
TalkBack! Ihre Meinung zum Thema

Settop-Boxen sollen billiger werden

Der Chipentwickler Sigma hat gemeinsam mit Microsoft einen neuen Chip vorgestellt, der die Produktion von billigeren IPTV-Geräten (Internet Protocol Television) ermöglichen soll. Der als SMP8634 bezeichnete Chip wurde vergangenes Wochenende auf der IBC (International Broadcasting Convention) in Amsterdam vorgestellt.

Er soll mit mehreren Audio- beziehungsweise Video-Streams gleichzeitig umgehen können und arbeitet mit der von Microsoft entwickelten IPTV-Software-Plattform zusammen. Der SMP8634 ermögliche es Erlektronik-Herstellern, kostengünstige Endgeräte zu fertigen, die Internet-Fernsehen in die Haushalte bringen, so das Unternehmen in einer Aussendung

Decodiert werden die Video-Formate MPEG-4, MPEG-2 und Windows Media Video 9 in High-Definition-Qualität sowie verschiedene Audio-Standards. Das Produkt soll auch in Spielkonsolen und DVD-Playern zum Einsatz kommen.

[amorphis]

Antwort auf Beitrag Nr.: 26.768.056 von Pliscon am 08.01.07 14:43:08

ne...das ist nix neues...du durchblicker...

Press Release Source: Microsoft Corp.

Microsoft Integrates IPTV Software Platform With Xbox 360, Creating All-in-One Digital Entertainment Device
Monday January 8, 3:01 am ET

ne...die news sind quasi gleichzusetzen...mit denen aus dem jahre 2005!lol...

du kannst echt kein wort englisch...nicht wahr...plicon?

[amorphis]

Press Release Source: Sigma Designs, Inc.

Digital Media Extender Products Emerge at CES 2007 Using Media Processor Technology from Sigma
Monday January 8, 9:00 am ET
CES 2007 demonstrates a widening range of digital media technologies

LAS VEGAS--(BUSINESS WIRE)--Sigma Designs (Nasdaq: SIGM - News), a leader in digital media processing for consumer electronics, announced that the wide range of digital media extender products being shown at this week's Consumer Electronics Show (CES 2007) are powered by Sigma's award winning media processors. Demonstrating continued leadership, Sigma's SMP8620 series of media processors are powering the majority of today's new and existing digital media extender products being showcased at this year's CES.

Consumers are beginning to embrace various digital media extender technologies, enabling them to access their video or audio content from anywhere. With the PC becoming the media center for home entertainment, consumers have more flexibility in storing and collecting a myriad of content. As a result, digital media extender products allow consumers to remotely access all the digital music, photos and video stored on their PC through any TV in the home, and in some cases to remote systems.

Digital Media Extender Products Across the CES 2007 Show Floor Powered by Sigma

Sigma media processors are designed to address remote access needs, decoding major digital media formats and facilitating control of an embedded networking device. Consumer products that are powered by Sigma media processors, several of which are on display at CES, include the following:

* D-Link's Media Lounge series of digital media receivers including model DSM-320 for standard definition video and model DSM-520 for high definition video.
* NETGEAR's Digital Entertainer model EVA700, a digital multimedia receiver for standard definition video.
* Sony's VGP-MR100 network media receiver, which enables consumers to send files from a Sony VAIO to the TV or stereo, via home network.
* Sony's LocationFree TV, which represents a portable television concept that uses Wi-Fi wireless technology to receive video content and access the Internet from a base station hooked up to a broadband connection. The LocationFree TV receiver unit, which handles the video and audio decoding is based on Sigma's EM8622 media processor. Using the LocationFree receiver, televisions can access the base stations remotely over a wired or wireless connection so that a traveler can reach his or her base station to watch local television shows even when far from home.

To enable easier installation and more widespread plug-n-play operation, Sigma offers chipsets and software that embrace the many new interoperability standards and technologies that are making their way into consumer products.

Facilitating development of a Microsoft Media Center Extender Platform, Sigma provides the Pika 8622L development kit, which is being used by industry participants to design media center adapters and networked digital TVs. Several products based on Sigma chips are also in development that will feature Intel's Viiv technology reference verification, ensuring operation with Intel Viiv compliant PCs. Sigma also powers a number of products that conform to the Digital Living Room Alliance (DLNA) requirements.

"Our media processors have become the de facto standard for use in the digital media adapter (DMA) market," said Ken Lowe, vice president of strategic marketing, Sigma Designs. "With the rise in demand for networked home consumer electronics, our breadth of technologies offers consumer equipment vendors a complete development platform for a whole new generation of products."

About the EM8620 Series Media Processors

Sigma's EM8620 series of media processor provides a complete system-on-a-chip (SOC) solution with support for all major codecs, DRM security features, and a selected set of peripherals. Its advanced decoder engines support video decoding of H.264 (MPEG-4 part 10), VC-1 (as well as Windows Media® Video 9), MPEG-2 and MPEG-4 (part 2) with support for up to HD at 1080i resolution. High-performance graphics acceleration, multi-standard audio decoding, and advanced display processing capabilities round out its multimedia core. A range of digital rights management (DRM) engines enable high-speed payload decryption. The EMP8620's 200-MIPS host CPU, unified memory controller, Ethernet 10/100 controller, and IDE controller provide for a single-chip solution for most consumer products.

Safe Harbor Statement

This press release may contain forward-looking statements, including statements about the projected timing and extent of customer shipments as well as the expected use of Sigma's media processor and wireless chipset products. Actual results could vary from those projected in the forward looking statements as a result of various factors, including worldwide economic conditions, changes in the customer's ability or desire to complete the rollout, consumer reaction to the new products and services being offered, the ability of Sigma to deliver sufficient quantity and quality of MPEG decoder chips, prices for the Sigma chips, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the rollout.

About Sigma Designs, Inc.

Sigma Designs (Nasdaq: SIGM - News) specializes in silicon-based media processors and wireless chipsets for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV, and portable media players. The company's industry-leading media processor architectures feature high definition video, advanced codec support (H.264, VC-1, MPEG-2), and secure media processing in a complete system-on-chip (SOC) solution. Headquartered in Milpitas, Calif., the company also has sales offices in China, Europe, Hong Kong, Japan, Korea and Taiwan. For more information, please visit the company's web site at www.sigmadesigns.com.

[amorphis]

Press Release Source: Sigma Designs, Inc.

Sigma Designs and Tiplay Announce Cooperative Efforts in Interactive Entertainment Field
Monday January 8, 9:00 am ET

LAS VEGAS--(BUSINESS WIRE)--Sigma Designs, Inc. (Nasdaq: SIGM - News), a leader in digital media processing for consumer electronics, and Beijing Tiplay Networking Ltd., a member of Shanda Interactive Entertainment (Nasdaq: SNDA - News), a leading interactive entertainment media company in China, announced today at CES that both parties will cooperate closely to provide the world's first interactive entertainment solutions based on peer to peer (P2P) and consumer electronics platforms. The companies will be demonstrating product prototypes to industry experts at CES 2007.

ADVERTISEMENT
The solution is based on Sigma Designs SMP8634 media processor and Linux OS. Employing the P2P Internet connectivity technique, Tiplay creatively integrated many advanced Internet technologies such as RSS, DRM and SOAP into the platform, and further integrated these technologies into a consumer electronics product successfully. The primary application is an Internet client home appliance that will access to the website of a SNDA back-end server. This will provide a total solution to the end user to experience content distribution, sharing, and education and game operations.

Based on this solution, end users can enjoy abundant audio/video sources from the Internet on their TV set and by using a remote controller. Consumer electronic manufacturers can implement this technology with their next generation media players and interactive TV products. Content and service providers can deliver their contents and services worldwide effectively and efficiently. Telecom and Broadband operators can expand the subscription to non-PC users and increase the number of their clients.

Mr. Qu Haibin, Senior Vice President of Shanda and President of Tiplay said, "Through the cooperation with Sigma Designs, we have achieved a breakthrough in the interactive entertainment field based on consumer electronics. This commercial product is expected to be launched into the market in Q2 2007. We believe this technology is the first to market which will gain full acceptance by end users in the interactive Internet entertainment field."

Mr. Ken Lowe, Vice President of Strategic Marketing for Sigma Designs, said, "The world's interactive Internet entertainment market has huge potential and is developing very fast. We are pleased to cooperate with Tiplay and integrate their technology into a complete solution."

The two companies agree to cooperate closely to work toward the goal of launching the commercial product into the market in the first half of 2007.

Safe Harbor Statement

This announcement contains forward-looking statements that are based on current expectations, assumptions, estimates and projections about the companies and the industry. All statements other than statements of historical fact in this announcement are forward-looking statements, including but not limited to the statement regarding the launch date of the product, design features included in the commercial release version of the product and user experience of the product developed under this cooperation. These forward-looking statements involve various risks and uncertainties. Although the companies believe that their expectations expressed in these forward-looking statements are reasonable, they cannot assure you that their expectations will turn out to be correct. Important risks and uncertainties could cause actual results to be materially different from expectations include but not limited to the risk that the cooperation fails to yield the intended results, the results fail to be commercialized or the commercialized results fail to meet the expectations of end users.

About Sigma Designs, Inc.

Sigma Designs (Nasdaq: SIGM - News) specializes in silicon-based media processors and wireless chipsets for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV, and portable media players. The company's industry-leading media processor architectures feature high definition video, advanced codec support (H.264, VC-1, MPEG-2), and secure media processing in a complete system-on-chip (SOC) solution. Headquartered in Milpitas, Calif., the company also has sales offices in China, Europe, Hong Kong, Japan, Korea and Taiwan. For more information, please visit the company's web site at www.sigmadesigns.com.

About Shanda Interactive Entertainment Limited

Shanda Interactive Entertainment Limited (Nasdaq: SNDA - News) is a leading interactive entertainment media company in China. Shanda offers a portfolio of diversified entertainment content including some of the most popular massively multi-player and casual online games in China, along with online chess and board games, a network PC game platform and a variety of cartoons, literary and music content. Shanda's interactive entertainment platform attracts a large and loyal user base. Each user can interact with thousands of others and enjoy the interactive entertainment content that Shanda provides. Interaction enriches your life. For more information about Shanda, please visit http://www.snda.com.

[amorphis]

Press Release Source: Sigma Designs, Inc.

CES Showcases New Blu-ray Players Powered by Sigma Media Processors
Monday January 8, 9:00 am ET
SMP8630 Series Media Processors Provide the Most Complete SoC Solution for Blu-ray Players

LAS VEGAS--(BUSINESS WIRE)--Sigma Designs (Nasdaq: SIGM - News), a leader in digital media processing for consumer electronics, today announced the latest Blu-ray Disc players being demonstrated at this week's Consumer Electronics Show (CES 2007) are powered by Sigma media processors. Demonstrating continued leadership in high definition consumer electronics products, Sigma's award winning SMP8630 series of media processors are powering the majority of today's Blu-ray players, including those being shown at CES from Panasonic, Pioneer, and Sony.

ADVERTISEMENT
Blu-ray (Blu-ray Disc or BD) is a leading standard in the market for next-generation, high-definition optical players, which is based on blue laser disc technology. Blu-ray allows consumers to view movies and other programs in high definition, offering more than five times the storage capacity of traditional DVDs. Six of the top consumer electronics manufacturers have chosen Sigma media processors to power their new Blu-ray players.

Sigma provides advanced media processor chipsets and software that constitute a system-on-a-chip (SoC) solution for designing Blu-ray or HD-DVD players, enabling customers to focus on software development and value-added features that extend beyond basic operation. As demonstrated at the CES 2007 exhibits, the next-generation technology contained in Sigma's SMP8630 series enables players to offer stunning, precise pictures and remarkably beautiful sound as well as intelligent interactive features.

"Working with the top consumer electronics manufacturers, including Panasonic, Pioneer, and Sony, has been a rewarding challenge," said Ken Lowe, vice president of strategic marketing, Sigma Designs. "Sigma is dedicated to providing chips that deliver the highest quality front-of-screen experience with the most convenient overall system solution available for developing Blu-ray players."

Blu-ray Disc Players Across the CES 2007 Show Floor Powered by Sigma

Panasonic DMP BD10 Blu-ray Disc Player Powered by Sigma

Panasonic Corporation is using Sigma's SMP8634 media processor to power its new DMP BD10 Blu-ray Disc Player, a BD compatible product with a number of proprietary features such as Pixel Precision Progressive Processing for enhanced image quality. Panasonic is also offering the DMR BW200 and BW100, marketed as one of the world's first Blu-ray Disc (BD) recorders that can also play back BD-Video discs, both of which are also based on the SMP8634. The DMP BD10 is available now in US retail stores and the DMR BW200 and BW100 are available now in Japan.

Pioneer BDP HD1 Blu-ray Disc Player Powered by Sigma

Pioneer Corporation is using Sigma's SMP8634 media processor to power its new BDP HD1

Blu-ray Disc Player, a BD compatible product with extras such as IP network capability designed to DLNA guidelines. The BDP HD1 is available now in US retail stores.

Sony Blu-ray Disc Players and Compatible Products Powered by Sigma

Sony Corporation is using Sigma's SMP8634 media processor to power a series of new Blu-ray compatible products. Sony is marketing the new BDP-S1 Blu-ray player, which is available at major retail outlets in the US market. Sony is also offering the BDZ-V9 and BDZ-V7, a pair of BD recorders that are being currently marketed in Japan.

About Sigma's SMP8634 Media Processor

Sigma's SMP8634 media processor integrates a complete complement of next-generation capabilities for a single-chip system-on-a-chip (SoC) solution with powerful multimedia processing, robust content security system, and a full complement of peripherals. Its advanced decoder engines support video decoding of H.264 (MPEG-4 part 10), Windows Media® Video 9, VC-1, MPEG-2 and MPEG-4 (part 2) with multiple streams, up to the equivalent of two high-definition video streams. High-performance graphics acceleration, multi-standard audio decoding, advanced display processing capabilities, and HDMI/HDCP output round out its multimedia core.

Powerful content security is ensured through a dedicated secure processor, flash memory, and a range of digital rights management (DRM) engines for high-speed payload decryption. The SMP8634's 300-MIPS host CPU, 3.2 GB/second unified memory controller, Ethernet 10/100 controller, dual USB 2.0 controller, and IDE controller provide for a single-chip solution for most set-top boxes and consumer players.

About Blu-ray

Blu-ray, also known as Blu-ray Disc (BD) is the name of a next-generation optical disc format jointly developed by the Blu-ray Disc Association (BDA), a group of the world's leading consumer electronics, personal computer and media manufacturers (including Apple, Dell, Hitachi, HP, JVC, LG, Mitsubishi, Panasonic, Pioneer, Philips, Samsung, Sharp, Sony, TDK and Thomson). The format was developed to enable recording, rewriting and playback of high-definition video (HD), as well as storing large amounts of data. A single-layer Blu-ray Disc can hold 25GB, which can be used to record over 2 hours of HDTV or more than 13 hours of standard-definition TV. There are also dual-layer versions of the discs that can hold 50GB.

Safe Harbor Statement

This press release may contain forward-looking statements, including statements about the

projected timing and extent of customer shipments as well as the expected use of Sigma's media processor and wireless chipset products. Actual results could vary from those projected in the forward looking statements as a result of various factors, including worldwide economic conditions, changes in the customer's ability or desire to complete the rollout, consumer reaction to the new products and services being offered, the ability of Sigma to deliver sufficient quantity and quality of MPEG decoder chips, prices for the Sigma chips, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the rollout.

About Sigma Designs, Inc.

Sigma Designs (Nasdaq: SIGM - News) specializes in silicon-based media processors and wireless chipsets for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV, and portable media players. The company's industry-leading media processor architectures feature high definition video, advanced codec support (H.264, VC-1, MPEG-2), and secure media processing in a complete system-on-chip (SOC) solution. Headquartered in Milpitas, Calif., the company also has sales offices in China, Europe, Hong Kong, Japan, Korea and Taiwan. For more information, please visit the company's web site at www.sigmadesigns.com.

[amorphis]

Press Release Source: Sigma Designs, Inc.

CES 2007 Vendors Spotlight Wireless HDTV Televisions Powered by Sigma Designs
Monday January 8, 9:01 am ET
Sigma media processors provide a complete solution for media center ready TVs

LAS VEGAS--(BUSINESS WIRE)--Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer electronics, today announced that several high definition televisions being demonstrated at this week's Consumer Electronics Show (CES 2007) are powered by Sigma media processors. Supporting a major trend toward 'media center ready' HD televisions, the majority of today's flat panel displays featuring a built-in wireless link are depending on Sigma's award-winning media processors, including those from HP, Pioneer and Sampo, among others.

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click here
What is 'media center ready?'

Consumers are beginning to embrace various digital media extender technologies, enabling them to access their video or audio content from anywhere. As the PC gains momentum toward becoming the media center for home entertainment, with downloaded videos, music and other content, television manufacturers are adding value by incorporating new processing and wireless links to make them 'media center ready.'

Sigma's media processors are designed to address this need, decoding major digital media formats and facilitating control of an embedded network device. Several display products are being shown at this year's CES, all powered by Sigma media processors further demonstrating the latest trend in the new era of high definition.

HDTVs Across the CES 2007 Show Floor Powered by Sigma

HP's MediaSmart HD LCD TV Powered by Sigma

HP is displaying its MediaSmart high definition LCD TV (model SLC3760N) that offers integrated ATSC/NSTC/Clear-QAM reception and wired/wireless streaming of audio/video files from PC to TV enabling connections for web music, photos and videos.

Pioneer Elite Pro model 1540HD Powered by Sigma

Pioneer is displaying its Elite Pro model 1540HD that offers their proprietary Home Media Gallery. This features IP network connectivity designed to DLNA guidelines that enables linking with a networked PC to share content including movies, music and photos, as well as Microsoft PlaysForSure(TM) Protected Content compatibility for additional no-hassle playback of content downloaded from the Web.

Sampo LME-32A1 networked LCD TV Powered by Sigma

Sampo is displaying its LME-32A1 networked LCD TV which provides dual streaming video input via DTV or Internet, supports HDMI output, and enables digital music/photo control and playback, as well as video streaming and control. It is IEEE 802.11a/b/g Wi-Fi compliant and operates with existing networks.

"Sigma has been in Silicon Valley making media processors for more than 25 years and has grown into a global semiconductor leader in networked digital televisions, high definition entertainment and media center ready consumer electronics products," said Ken Lowe, vice president of strategic marketing, Sigma Designs. "The world's leading consumer electronics companies continue to turn to us for the most technologically advanced, cost efficient media processor solutions that enable them to offer consumers the best in HDTV."

Safe Harbor Statement

This press release may contain forward-looking statements, including statements about the projected timing and extent of customer shipments as well as the expected use of Sigma's media processor and wireless chipset products. Actual results could vary from those projected in the forward looking statements as a result of various factors, including worldwide economic conditions, changes in the customer's ability or desire to complete the rollout, consumer reaction to the new products and services being offered, the ability of Sigma to deliver sufficient quantity and quality of MPEG decoder chips, prices for the Sigma chips, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the rollout.

About Sigma Designs, Inc.

Designs (Nasdaq:SIGM - News) specializes in silicon-based media processors and wireless chipsets for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV and portable media players. The company's industry-leading media processor architectures feature high definition video, advanced codec support (H.264, VC-1, MPEG-2), and secure media processing in a complete system-on-chip (SOC) solution. Headquartered in Milpitas, Calif., the company also has sales offices in China, Europe, Hong Kong, Japan, Korea and Taiwan. For more information, please visit the company's web site at www.sigmadesigns.com.

[amorphis]

Press Release Source: Sigma Designs, Inc.

Sigma Offers the First WiNET SDK and Mini-PCI Form Factor for Wireless High Definition Streaming
Monday January 8, 9:01 am ET
Sigma Designs Mini-PCI form factor Windeo(R) Reference Kit on Pika 8622L
Development Kit at CES comes with the industry's first WiNET based SDK

LAS VEGAS--(BUSINESS WIRE)--Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer electronics, announced the availability of the Mini-PCI Windeo® Reference Design Kit that enables consumer electronics OEM and ODM companies to develop digital entertainment products featuring wireless capability for in-home HD audio/video distribution.

ADVERTISEMENT
The Windeo® Reference Design delivers the industry's most reliable non-line-of-sight wireless link and extended range with its Intelligent Array Radio(TM) technology that supports multiple antennas. Along with the reference design kit, Sigma Designs also releases the industry's first WiMedia WiNET based software protocol stack with in-home networking capability featuring the IP Multicasting for point-to-multipoint A/V streaming.

Sigma Designs will showcase and demonstrate its Mini-PCI Windeo® Reference Design system at a private suite in the Hilton hotel at CES 2007. The demonstration will include the Windeo® Reference Design boards with Sigma's 8622L Media Processor board to form a complete solution for HD video streaming with 1080i resolution format.

"Sigma Designs is the first and only company that delivers truly deployable high-definition video streaming solutions to consumer electronics products as we offer three compelling advantages: standard-based unmatched performance for HD video, a total solution from one source and price competitive solutions to enable mass market," said Hung Nguyen, vice president and general manager of the Wireless Products Division at Sigma Designs.

"The Windeo® chipset and its software are based on the WiMedia Alliance's PHY, MAC and WiNET specifications, respectively, which are today considered a defacto standard for Ultra Wideband (UWB) wireless communication. Our solution is the best-in-class UWB solution that can deliver highly reliable wireless links with through-wall and range extension capabilities.

"Unlike other solutions in the market that require multiple vendors to be complete, Sigma offers a true total solution to customers, including wireless chipset, reference design board, software and media processor chip. And most importantly, as all components are available through Sigma, we can offer customers the most attractive pricing to achieve their wireless-enabled products," Nguyen continued.

Based on an all-CMOS solution with the B7CW101 RF chip and the B7CW201 baseband chip, the Mini-PCI Windeo® Reference Design Kit includes Mini-PCI form factor boards, schematics, bill of materials (BOM), Linux Device Driver and IP networking software based on WiMedia WiNET. The Media Processor 8622L board that supports multiple compression formats such as MPEG-2 and H.264 can also be purchased in addition to the Windeo® Reference Design Kit.

Safe Harbor Statement

This press release may contain forward-looking statements, including statements about the projected timing and extent of customer shipments as well as the expected use of Sigma's media processor and wireless chipset products. Actual results could vary from those projected in the forward looking statements as a result of various factors, including worldwide economic conditions, changes in the customer's ability or desire to complete the rollout, consumer reaction to the new products and services being offered, the ability of Sigma to deliver sufficient quantity and quality of MPEG decoder chips, prices for the Sigma chips, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the rollout.

About Sigma Designs, Inc.

Sigma Designs (Nasdaq:SIGM - News) specializes in silicon-based media processors and wireless chipsets for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV and portable media players. The company's industry-leading media processor architectures feature high definition video, advanced codec support (H.264, VC-1, MPEG-2), and secure media processing in a complete system-on-chip (SOC) solution. Headquartered in Milpitas, Calif., the company also has sales offices in China, Europe, Hong Kong, Japan, Korea and Taiwan. For more information, please visit the company's web site at www.sigmadesigns.com.

[amorphis]

Press Release Source: Sigma Designs, Inc.

Taiyo Yuden and Sigma Demonstrate A WiMedia-based High Definition Streaming Solution at CES 2007
Monday January 8, 9:01 am ET
UWB Solution Comprised of Taiyo Yuden's Multiple Antennas on its Reference Design Module with Sigma Designs' Windeo(R) Chipset

LAS VEGAS--(BUSINESS WIRE)--Taiyo Yuden, a worldwide leader in electronics components and Sigma Designs (Nasdaq: SIGM - News), a leader in digital media processing for consumer electronics, announced a joint showcasing of a WiMedia(TM) Alliance-based UWB wireless high definition audio/video streaming solution at CES 2007. The demonstration will be conducted in Taiyo Yuden's booth located at the WiMedia TechZone, Central Hall #13544. The solution showcases Taiyo Yuden's Antenna Array on its Mini-PCI reference design module with Sigma Designs' Windeo® Chipset.

ADVERTISEMENT
"The ability to stream uninterrupted video over extended range is the key to gaining consumer confidence to adopt a wireless solution," said Mike Tanahashi, Manager of Development Planning Dept. R&D Division at Taiyo Yuden in Japan. "Taiyo Yuden has been working on UWB technology for several years and we are proud to showcase, for the first time, a unique UWB antenna solution with three-antenna array at the WiMedia Techzone."

Targeted for in-home high definition video distribution with non-line-of-sight and range extended capabilities, Sigma Designs' all-CMOS Windeo® chipset is comprised of the RF (B7CW101) and the Baseband (B7CW201) devices. Taiyo Yuden's multiple antenna array supports Sigma Designs' Intelligent Array Radio(TM) technology. Sigma Designs' 8622L Media Processors SoC and Development Kit for Wireless A/V Streaming will also be featured at Taiyo Yuden's booth.

"Sigma Designs is delighted to showcase and demonstrate our Windeo® chipset on Taiyo Yuden's Mini-PCI module and Antenna Array," said Hung Nguyen, vice president and general manager of the Wireless Products Division at Sigma Designs. "Combining Sigma Designs' unmatched performance and range of the Windeo® chipset with Taiyo Yuden's expertise in wireless module and antenna designs, we deliver to consumer electronics customers the best solution for in-home high definition video streaming and distribution."

Safe Harbor Statement

This press release may contain forward-looking statements, including statements about the projected timing and extent of customer shipments as well as the expected use of Sigma's media processor and wireless chipset products. Actual results could vary from those projected in the forward looking statements as a result of various factors, including worldwide economic conditions, changes in the customer's ability or desire to complete the rollout, consumer reaction to the new products and services being offered, the ability of Sigma to deliver sufficient quantity and quality of MPEG decoder chips, prices for the Sigma chips, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the rollout.

About Taiyo Yuden Co., Ltd.

Now in its 57th year, Tokyo-based TAIYO YUDEN CO., LTD. is a worldwide manufacturer of surface-mount passive components, advanced wireless modules including Bluetooth modules and recordable digital media. With approximately 50% of the worldwide market in high-frequency multilayer chip inductors used in cell phones, the company reports annual sales of nearly US$1.8B. Worldwide, TAIYO YUDEN employs over twenty thousand people. The company's North American affiliate, TAIYO YUDEN (U.S.A.), INC., operates sales and engineering offices in Chicago, IL, Raleigh, NC, Irving, TX, and in California at San Jose and San Diego. For further information, visit the company's website at www.t-yuden.com.

About Sigma Designs, Inc.

Sigma Designs (Nasdaq: SIGM - News) specializes in silicon-based media processors and wireless chipsets for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV, and portable media players. The company's industry-leading media processor architectures feature high definition video, advanced codec support (H.264, VC-1, MPEG-2), and secure media processing in a complete system-on-chip (SOC) solution. Headquartered in Milpitas, Calif., the company also has sales offices in China, Europe, Hong Kong, Japan, Korea and Taiwan. For more information, please visit the company's web site at www.sigmadesigns.com.

[amorphis]

naja...auch wenn diese ganzen ad hocs den meisten schon seit 2005 oder wahrscheinlich länger bekannt sind...dachte ich mache mich mal nützlich mit copy and paste und stelle sie rein...

[amorphis]

ach...pliscon...viel spaß beim übersetzen der einzelnen news... wenn du hilfe brauchst...bin ganz ohr...

[Pliscon]

Antwort auf Beitrag Nr.: 26.771.893 von amorphis am 08.01.07 17:24:29

ne...das ist nix neues...du durchblicker...

Sieht man am Kurs, wie neu deine aufgewärmten News sind!

Kaum Volumen und Kurs nur leicht im Plus! Nachdem wir 8 oder 7 Minustage hatten!

Was soll dieses blinde reinkopieren von irgendwelchen News?

Masse ist nicht gleich Klasse!

[Pliscon]

Antwort auf Beitrag Nr.: 26.772.014 von amorphis am 08.01.07 17:29:25

Man muss ja nicht gleich jeden Furz kopieren und als Wahnsinnsnews anpreisen!

Oder stellst du hier auch rein, wenn der CEO von Sigma auf Toilette geht oder sich ein Brötchen schmiert?

[amorphis]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[overview]

Antwort auf Beitrag Nr.: 26.774.764 von Pliscon am 08.01.07 19:18:23

Seitdem Du in einer Art Rache-Aktion für amorphis abweichende Meinung im Viro-Thread hier im Sigma-Thread aufgetaucht bist, hat die Gesprächskultur sowie das sachliche Niveau sehr gelitten und die Beteiligung vieler früherer Diskussionsteilnehmer ist massiv zurückgegangen.

Ich bedaure wie viele andere diesen Zustand sehr und werde zukünftig meinen Teil dazu tun, Dir keine Angriffsfläche für Deine offensichtliche Streitlust und oberflächliche Selbstherrlichkeit zu geben. Sachliches Argumentieren, selbstkritisches Hinterfragen eigener Positionen und Einräumen von Fehlern sind Dir fremd, selbst wenn Du Dich mit Deinen unzureichenden Englisch-Kenntnissen mehrfach aufs peinlichste blamierst wird unverfroren weitergepöbelt und mit Schlagwörtern um sich geschmissen.

Es gibt genügend Leute, die sich öffentlich über Dich und Dein Verhalten beklagt haben - daß Du dies nicht erkennst und die Konsequenzen daraus ziehst, zeigt mir, daß zu nicht zu einer normalen zwischenmenschlichen Kommunikation (auch bei divergierenden Meinungen) fähig bist.

Ich wünsche allen anderen Mitlesern und -schreibern einen wieder aufblühenden, sachlichen Informationsaustausch und vielleicht hat ja noch der eine oder andere eine Anmerkung dazu.

[amorphis]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Paramedic76]

Antwort auf Beitrag Nr.: 26.776.793 von overview am 08.01.07 20:48:53

Kann Deiner Meinung nur beipflichten, ich habe Plis eh schon lange ausgeblendet. Anhand der Reaktionen der restlichen Leute ist ja abzusehen, wie es hier mit Plis weitergegangen ist - einfach schade. Ich dachte, wenn ich nach meinem Urlaub hier wieder reinsehe, würde es wieder besser im Thread aussehen.

Ich denke es wird hier erst mit dem nächsten ordentlichen Kursanstieg (spätestens mit den nächsten Zahlen) ruhiger werden, weil dann wohl jeder einsehen muß was für ein Wert SIGM ist.

Viele Grüße und laßt Euch nicht aufregen,

[amorphis]

Monday, January 08, 2007
Bill Gates Interview On Xbox 360

Dean Takahashi, 07:34 AM in Dean Takahashi, Gaming

Bill Gates spoke with a small group of reporters after his speech at the Consumer Electronics Show. I got to stand next to him at a cocktail table at Delmonico's restaurant in the Venetian Hotel. He didn't have his boyish face anymore, but he was in a good mood and talked for a surprisingly long time. We'll post some audio of that conversation a little later on the CES blog (www.mercextra.com/blogs/ces). The interview covered a lot of territory but I'll mention some highlights here on the Xbox 360.

It has always struck me how much Gates knows about the details of the Xbox 360 business. A year ago, I quizzed him about it in a small group and he offered an update on the strategy last night. He said that the strategy is working "amazingly well" in terms of the Xbox 360's sales, which have now topped 10.4 million units.

He said that this time Microsoft and Sony have switched positions. Microsoft has the high ground, he said, repeating an answer from last year. He said it has a small box, costs less, is visually compelling, has great games, does online superbly and offers all of the tools for game developers to make games easily. He said the Xbox 360 is out earlier and can ride a silicon cost-reduction curve faster than Sony can, which saddled every unit with Blu-ray and hard drive costs. At any given point, the Xbox 360's costs will be lower and more easily reduced.

I asked him about Nintendo. What if their graphics were good enough, their controller innovative enough, and the system cheap enough for a lot of gamers? He said that Sony was always the more direct competitor and that the novelty of the controller without good game graphics could wear off.

"Look at their experience with online," he said, noting Microsoft has the ability to create games where Xbox 360 gamers play with PC gamers.

He said that Sony had no advantage in graphics at all. He said Sony started earlier but "burned a year" trying to make the Cell processor do graphics functions. When it didn't work, Sony went to a fallback plan by tapping Nvidia for the graphics chip at the last minute. It also didn't have embedded DRAM or unified memory. The Xbox 360 game developers would always be a year ahead of Sony on the learning curve in taking advantage of the system. As a result, Gates said that Sony would never have games that look beter than Microsoft. He said that either system, limited to 512 megabytes of memory, would not likely exploit HD resolutions beyond 720p. If you go to 1080p, he said, you will have to give up something.

In his speech, Robbie Bach came on stage and talked about how the Xbox 360 was ready to go as a set-top box for IPTV, which phone companies are using to compete with cable by providing high-speed Internet, movies and TV, video on demand and digital video recording for subscribers. The service is expected to debut with the Xbox 360 sometime before the holidays this year. I asked Gates right off the bat if AT&T, which is a Microsoft IPTV customer already, could give away Xbox 360s for free to subscirbers. Gates said there are a lot of options available, but he wouldn't be able to talk about any customers until later.

He said there ought to be a great "win win" in new business models for the Xbox 360 and IPTV. Asked if the Xbox 360's small 20-gigabyte hard disk was a problem, he said that the Xbox 360 didn't need anything more than that to serve as a set-top. That's because with IPTV, so much is stored on the server and you can access it so quickly that you don't really care about storing things.

"We don't have to change the Xbox 360 at all," he said, holding a glass of red wine.

As far as figuring out an exact strategy with a customer, he said, "We have a year."

He said that the Xbox 360 has enough security built into it that the content players (HBO or what not) would be more comfortable allowing their content to be stored on the Xbox 360. And of course Microsoft announced in December that movie downloading is an option on the Xbox 360.

He said the Xbox 360 would be a high-end set-top and wouldn't really compete with Cisco or Motorola set-top boxes. And he noted that Apple doesn't necessarily have the best relationships with companies such as phone service providers as Microsoft does. So its iTV service may not be as expansive as anything Microsoft does with its partners.

"Jobs always says he doesn't like to go through someone else's orifice," he said.

[amorphis]

Microsoft Gets Real About IPTV
Got IPTV? Chances are it includes some technology—or soon will—from Microsoft.

MS

David Cotriss

For years, Microsoft has held ambitions to enter the IPTV market, often falling short of expectations and raising speculation of whether it can successfully do so. After years of trial and error, it appears the software giant is finally getting its act together in this space. It’s now likely, or soon to be likely, that the IPTV service you’re using includes technology from Microsoft, allowing you to enjoy the latest programming and interactive features in your living room.

Microsoft’s Third Attempt
“Microsoft’s entry into IPTV is actually its third large-scale foray into the TV business,” said Vince Vittore, senior analyst at Yankee Group. “The first effort was almost a decade ago when they attempted to penetrate the traditional cable TV market with a series of software packages for both the STB and network infrastructure. That largely failed for a number of reasons including a reticence on the part of cable operators to deal with Microsoft. The second effort was WebTV, which was a disaster. The most recent push is with IPTV edition. That effort really got going a few years ago when the company started signing carriers onto its early adopter program.”

It was around that time, three to four years ago, when Microsoft began developing middleware for the cable market. “This is called the Microsoft Foundation Edition,” said Jeff Heynen, directing analyst for broadband and IPTV at Infonetics Research. “They began adapting this platform for use in telco IPTV networks about two years ago, and have been working with STB vendors, chipset vendors, encoding vendors, and network infrastructure vendors, including Alcatel, to integrate the IPTV middleware platform into a holistic offering for the world’s largest service providers. The effort was initially driven by the fact that Microsoft had all the pieces in place (OS, DRM, Media Player, Connected Services Framework) to consolidate all the pieces into a highly-integrated IPTV service delivery platform.”

As Heynen continued, “Before Microsoft, operators had to piece together middleware, browser, EPG, DRM, and conditional access software from a number of different vendors. For smaller telcos who weren’t planning on scaling beyond 25-50k subscribers, this was quite alright. But for the world’s largest operators, who have to keep integration costs to a minimum, the best-in-breed approach simply didn’t wash. Large telcos always just want one throat to choke, especially when it comes to a service like IPTV that they have never deployed before.”

Rights Management Included
It’s worth noting that Microsoft appears to have addressed one of the largest issues facing IPTV providers – Digital Rights Management (DRM). This protects content flowing through the networks from copyright infringement, among other things. “The difference between Microsoft and any other middleware provider is that Microsoft includes a DRM component in its package,” said Vittore. “It's not required, but it's a significant addition because it allows carriers to offer things like whole-home video where video content is not confined to the TV. In essence, Microsoft wants to provide the glue that holds together the total video entertainment solution. Whether that comes on a TV, a PC, or a wireless device doesn't matter.”

So with all this technology in place, what has held back Microsoft’s strategy involves a number of factors. Adam Thomas, media research manager at Informa Telecoms and Media, explained, “Microsoft’s aspirations hit the buffers somewhat in 2005 when adverse publicity from trials by Swisscom in Switzerland, SBC in the U.S. and Telstra in Australia led to speculation that its IPTV software wasn’t up to scratch.”

Elaborating on the technical hurdles, Vittore said, “Two big issues have caused delays. One is the scalability of the Microsoft system. The company believes that those questions have largely been addressed, and we are expecting to see a definitive answer very soon on that issue. The second is getting all the vendors required to make an IPTV system work on the same page. You have to remember that middleware in an IPTV world touches virtually every part of the system. So any changes that occur to any element within the IPTV network have to be synched up with the middleware. There's an extraordinary number of moving parts and a failure in any one of them grinds the gears to a halt.”

Trials Worldwide
Although a few technical issues may remain, Microsoft has a growing number of deployments around the world. “Microsoft has some 15 to 20 services at various stages of development around the world,” said Thomas. “Its biggest software supply deal so far is for AT&T’s U-Verse service, which paid $400 million to use Microsoft’s TV platform for 10 years. Its technology is present in five fully-fledged IPTV services. In addition to U-Verse, T-Online has launched commercial platforms in Germany and France, while the Swisscom service is now active, as is British Telecom’s in the UK. All of these are relatively new services, so the jury’s still out on their chances of success. What is certain, however, is that Microsoft has rebounded to establish itself as the leading supplier of IPTV middleware. With many more service launches scheduled for 2007, its dominance is likely to be reinforced over the next 12 months.”

Microsoft also has contracts with a few other operators in the U.S. including Verizon and Comcast. “Right now, Microsoft is working on getting the platform to scale to support the planned subscriber growth at each of the operators. Unlike other middleware platforms, this is a very large system, so it takes time to get everything coordinated,” said Heynen. Vittore added, “The big deployment everyone is watching in the U.S. is AT&T, which is basing a lot of its U-Verse strategy on the Microsoft software. I think a lot of people will start believing Microsoft TV is real when AT&T starts bringing on significant numbers of customers. That won't happen until the latter part of 2007 and into 2008.”

Nevertheless, Microsoft’s overall IPTV strategy is very real. As Heynen explained, “Their presence among the world’s largest operators continues to grow, despite the technical hiccups. In addition, their presence inside subscribers’ homes via PCs, Xbox, Zune, and so forth also continues to grow. This confluence makes them a real force in this space. With Google pressuring them in the Web services arena, they are looking to the service providers as a major growth market for them, be it through IPTV middleware, mobile content, and enterprise VoIP and applications.”

[amorphis]

http://www.eetimes.com/news/latest/showArticle.jhtml?article…

[Pliscon]

Antwort auf Beitrag Nr.: 26.776.793 von overview am 08.01.07 20:48:53

Die Sachlage hast du aber verdreht! Im Viropharma Thread konnte man durchaus gut diskutieren, bis du bzw Amorphis dort jeden Tag anfingen zu streiten und Sigma angepriesen haben!


So nun ist Sigma schon wieder ins Minus gerutscht! Das nennt man aber eine ganz schöne technische Schwäche!




Und die letzten 5 Tage sehen alles andere als Gut aus!

[Pliscon]

Antwort auf Beitrag Nr.: 26.778.793 von Paramedic76 am 08.01.07 22:15:11

Dann seid ihr ja schon zu dritt bzw zu zweit!

[sechzgerfan]

Antwort auf Beitrag Nr.: 26.780.798 von Pliscon am 09.01.07 00:59:35

Zu viert!!!!!!!

[Pliscon]

Antwort auf Beitrag Nr.: 26.783.247 von sechzgerfan am 09.01.07 07:27:01

zu Dritt!


Aber Sigma sinkt trotzdem weiter! Und zwar täglich mit einer pechschwarzen Kerze(ich hoffe ihr kennt euch mit Kerzencharts aus)



Wenn Millionen Fliegen um einen Sch...haufen fliegen, dann muss es ja richtig sein!

[amorphis]

http://biz.yahoo.com/bw/070108/20070108006419.html?.v=1

[amorphis]

http://www.eurogamer.net/article.php?article_id=71536

[amorphis]

SIGM Sigma Designs: Xbox 360 to enable MSTV IPTV platform, positive for SIGM - Amtech (23.48 )

Amtech notes that Sunday night MSFT announced that it intends to offer Xbox 360 consoles which will enable the use of the MSTV IPTV platform. Firm sees this announcement as a potential "game changer" for SIGM. Firm says comments have been made this morning that the offering will be based on a software download and would not require SIGM, yet they disagree: currently SIGM is the only media processor used within the MSTV IPTV platform. As STM enters as a second source in CY08, firm only assumed 80% of the units would ship with SIGM-based media processors. And assuming an ASP of $18 for CY08, SIGM would generate an incremental $218 mln, and this scenario would equal an additional $0.81 per diluted share, based on a 10% operating margin. Combining their previous CY08 EPS est of $1.43 with the incremental $0.81, firm's new CY08 EPS est would equal $2.24. Assuming a 20x multiple, which could be conservative, firm thinks the stock could be valued around $45.

[amorphis]

From the Virtual Press Office website (a free no-strings registration may be required to view these URLs):

"Consumers Overwhelmingly Choose Blu"

http://www.virtualpressoffice.com/conten...

"Las Vegas, NV– January 8, 2007 – The Blu-ray Disc Association today declared its victory as the premiere high definition DVD format of choice. Debuted to the U.S. market in June 2006, over 25 companies have released Blu-ray Disc products to date, including players, recorders, high-definition computer drives, recordable media, PC applications, and announced almost 170 movie and music titles."

"The success of Blu-ray Disc is unprecedented,” said Andy Parsons, chair of the U.S. Promotions Committee for the Blu-ray Disc Association. “With unmatched cross-industry support, including seven of the eight major Hollywood studios and two biggest players in the music industry, consumers have voted with their wallets for the format that offers the widest array of hardware and content on the market. The road ahead in 2007 looks even brighter as we introduce Blu-ray Disc to Europe and as even more consumers migrate to HDTVs."

"Understanding & Solutions, Ltd., a leading market analyst projects continually increasing market share for Blu-ray Disc beginning in 2007, and predicts that by 2010 virtually all HD optical disc hardware sold will be Blu-ray hardware, with all but the smallest fraction of movie content also on Blu-ray only."

While I agree with the conclusion of this PR, its source might be a tad biased.



Also:

"Nero Announces Sigma Designs is First Partner to Receive Nero Digital™ AVC High Profile Certification"

http://www.virtualpressoffice.com/conten...

"CES, Las Vegas , NV (January 9, 2007) – Nero, leaders in digital media technology, announces that Sigma Designs is the first IC partner to receive Nero Digital™ AVC High Profile Certification for its SMP8630 series of secure media processors. The Nero Digital™ AVC High Profile
Certification program is the first to promote the use and interoperability of AVC high profile (MPEG-4 Part 10) video technology in consumer electronics devices, ensuring that consumer electronic devices are ready for next generation HDTV 1080p video."

[amorphis]

die hier hat es echt in sich....

SIGM Sigma Designs: Xbox 360 to enable MSTV IPTV platform, positive for SIGM - Amtech (23.48 )

Amtech notes that Sunday night MSFT announced that it intends to offer Xbox 360 consoles which will enable the use of the MSTV IPTV platform. Firm sees this announcement as a potential "game changer" for SIGM. Firm says comments have been made this morning that the offering will be based on a software download and would not require SIGM, yet they disagree: currently SIGM is the only media processor used within the MSTV IPTV platform. As STM enters as a second source in CY08, firm only assumed 80% of the units would ship with SIGM-based media processors. And assuming an ASP of $18 for CY08, SIGM would generate an incremental $218 mln, and this scenario would equal an additional $0.81 per diluted share, based on a 10% operating margin. Combining their previous CY08 EPS est of $1.43 with the incremental $0.81, firm's new CY08 EPS est would equal $2.24. Assuming a 20x multiple, which could be conservative, firm thinks the stock could be valued around $45.

[Pliscon]

Antwort auf Beitrag Nr.: 26.792.609 von amorphis am 09.01.07 15:12:01

Geil! Jeden Tag die gleiche Nachricht!

Das wird den Kurs treiben!

[Pliscon]

Antwort auf Beitrag Nr.: 26.792.668 von amorphis am 09.01.07 15:13:52

die hier hat es echt in sich...

Yepp, vor allem, weil du die eine Stunde vorher schon ins Board gestellt hast!

[amorphis]

jepp...das wird den kurs treiben...

SIGMA DESIGNS INC (NasdaqGM:SIGM) Delayed quote data Edit
Last Trade: 25.15
Trade Time: 9:44AM ET
Change: Up 1.67 (7.11%)

[amorphis]

amtech bezog sich auf diese sachlage...


Microsoft Answers Xbox 360 Set-Top Questions
January 8, 2007
By Jason Cross

LAS VEGAS – On Monday morning, Microsoft executives answered questions about future revisions of its Xbox 360 gaming console, including more details on its plans to offer the 360 as a set-top box.


First, Chris Satchell, general manager for the Game Developer Group at Microsoft, provided a little clarification on their announcement that 10.4 million Xbox 360 units had been sold. This number is "sold to retailers," not necessarily sold-through to customers. Satchell explained that, with the 360 available in 37 countries, it's almost impossible to accurately track sell-through. So Microsoft went with the numbers they know for sure.

Microsoft took some time to trumpet the success of the Xbox Video Marketplace, which is already second in online TV and movie distribution behind iTunes, and tops for distribution of hi-def content. It is more successful than Microsoft originally planned for, and they'll be expanding it in the future, Satchell said.

The big questions, of course, surround the Xbox 360 as a set-top box for IPTV distributors.

To begin with, a customer will need an IPTV provider to get IPTV through the Xbox 360 this holiday season, and IPTV is only available in very limited markets today – it's not very Xbox-like in breadth or ambition. That will likely change; Microsoft executives wouldn't divulge potential IPTV service providers, but expect the service to be much more broadly deployed than it is today.

So if a customer is in an area where you can't get IPTV service already, there is still hope, but there are further complications and potential changes with the 360 as an IPTV box: those providers might give the box for free when you subscribe to the service, the same way that a customer receives a free set-top box today. Those boxes would probably require a larger hard drive, possibly larger than the rumored 120-Gbyte add-on.

Microsoft executives would confirm nothing, however, except to say that their relationships with IPTV providers are such that the Xbox 360 sold by those providers may obviously differ than what is sold to the general market – although with all the basic Xbox 360 functionality included, of course. Screenshots of the Xbox 360 with a TV interface are placeholders, the said, and will be revised dramatically before the service rolls out.

On the subject of "Zephyr"– the supposed second revision of Xbox 360 with HDMI output and a 120GB hard drive – Satchell pooh-poohed the photos and videos that have leaked online. Microsoft works on a bunch of ideas and revisions in their labs, and not all of it makes it to market, Satchell explained, neither confirming nor denying the future model.

Microsoft will roll out 9,000 retail kiosks this year to promote Games for Windows, along with GFW store displays, added Rich Wickham, the director of the Games for Windows business. The first games will support cross-platform play (where appropriate), presence, friends lists, voice chat, gamerscore, and other features.

But some of what PC Magazine saw and were told with the first demos of Live Anywhere back at E3 last May was missing.

To begin with, Live will not be active on Vista unless a Live-enabled game is running, Wickham said. A user can't just be logged into Live and get a game invite while sitting there with a web browser and email open, for instance; he'll have to have Uno, Geometry Wars,Shadowrun, Halo 2, or some other Live-enabled game running.

On Windows, a user must log in with the Live ID email address and password that is associated with a Gamertag, rather than logging in by simply selecting a Gamertag as one does on the Xbox 360 – it's a more secure, and more PC-like approach.

Making Live available while you're using the PC all the time, even outside of a game, is the vision that they're driving toward, confirmed Microsoft's Chee Chew, general manager of mobile devices. It just won't be there at launch.

Another little annoyance is with the way Live will work on the PC at first, however – one can only be logged in to Live in one place at a time. If a user is logged into Live on a Vista PC, and then walks over and logs in on the Xbox 360, he or she will automatically log out on the PC. As Microsoft makes Live available outside of games on Vista and brings it to cell phones, it will be imperative that they can separate login from presence, to avoid players logging in over and over in multiple locations.

Ultimately, Microsoft didn't have a lot of new details to share above and beyond the announcements made at the address last night. For more conversations with Microsoft, visit 1UP.com, and look for videos of the Microsoft interview on GameVideos.

[amorphis]

Nero Announces Sigma Designs is First Partner to Receive Nero Digital(TM) AVC High Profile Certification

Jan 9, 2007 09:00:11 (ET)


LAS VEGAS, Jan 09, 2007 (BUSINESS WIRE) -- CES - Nero, leaders in digital media technology, announces that Sigma Designs is the first IC partner to receive Nero Digital(TM) AVC High Profile Certification for its SMP8630 series of secure media processors. The Nero Digital(TM) AVC High Profile Certification program is the first to promote the use and interoperability of AVC high profile (MPEG-4 Part 10) video technology in consumer electronics devices, ensuring that consumer electronic devices are ready for next generation HDTV 1080p video.

Members of the press can learn more about the Nero Digital AVC Certification program and this partnership at Nero's CES 2007 booth 20613, South Hall 1.

Sigma Designs' SMP8630 series of secure media processors provides highly-integrated solutions for products requiring high-definition MPEG-4 Part 10 (H.264), SMPTE 421M (VC-1), WMV9, MPEG-4 Part 2 and MPEG-2 decoding. Incorporating flexible, advanced audio/video processing, these processors enable cost-effective solutions for consumer products such as digital media adapters, IPTV set-top boxes, Blu-ray and HD DVD players/recorders and HDTVs.

"The Nero Digital AVC Certification is important because it adds sophisticated features to new high definition products," said Ken Lowe, vice president of strategic marketing for Sigma Designs. "This enhances HDTV playback of MPEG-4/AVC video for use in different applications such as streaming and burning, as well as viewing."

"We strongly believe the Nero Digital AVC technology will set the future of high definition video and we're excited to work with leading consumer electronics manufacturers who are supporting this program," said Tim Windsor, General Manager, Consumer Electronics, Nero AG. "Sigma Designs has been a valued partner for some time, and we appreciate the company's commitment to delivering high quality solutions with Nero."

About Nero

Nero is a leading provider of digital multimedia solutions for the personal computer, consumer electronics, and mobile industries. Focused on developing technologies for digital media creation and playback, Nero provides strategic partners with applications, codecs, tools, software development kits, and programming interfaces for use with a variety of the latest platforms and devices. Over 240 million units of Nero's award-winning software solutions have been distributed globally and are widely used in the home, on the go and professionally.

Nero distributes products globally through hardware manufacturers, international partners, retailers, and directly through www.nero.com . Nero AG is headquartered in Karlsbad, Germany and serves the world with regional offices in Karlsbad, Germany (EMEA); Glendale, California, USA (Americas); and Yokohama, Japan (APAC).

About Sigma Designs

Sigma Designs (SIGM, Trade ) specializes in silicon-based media processors for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV and portable media players. The company's award-winning REALmagic(R) Video Streaming Technology is used in a variety of consumer applications providing highly integrated solutions for high-quality decoding of H.264, WMV9, MPEG-4, MPEG-2 and MPEG-1. Headquartered in Milpitas, Calif., the company also has sales offices in China, Europe, Hong Kong, Japan, Korea and Taiwan. For more information, visit the company's web site at www.sigmadesigns.com . REALmagic and Sigma Designs are registered trademarks or Sigma Designs.

www.nero.com

SOURCE: Nero


Giles Communications LLC
Doug Wright, 914-798-4115
[e-mail]
Or
Nero Inc (Americas)
Narine Galstian, Senior Director of Marketing,
818-956-5930 x202
[e-mail]

[amorphis]

das ist ein upmove genau zur rechten zeit...

[SokratesNOW]

Hallo amorphis,

ich gebe dir vollkommen Recht! Sollten tatsächlich die SIGMA Chips in jede XBox oder auch nur in 80% der XBoxes eingebaut werden kann sich jeder leicht ausrechnen welche positiven Folgen dies für SIGMA hätte!

Könntest du mal die Quelle angeben aus der du den Bericht hast?

[amorphis]

immer noch sehr schön anzuschauen....

[amorphis]

spinnen die threads heute....oder was ist los?!?hier hat doch grad noch jmd ne frage gepostet...jetzt ist sie plötzlich weg?!?

[SokratesNOW]

Ja hier bin ich nocheinmal!

habe mich auch gewundert wohin meine Frage verschwunden ist!

Ich hatte nach der Quelle des Artikels von AMETECH gefragt, in dem dargestellt wird das die SIGMA Chips auch in der XBOX zu finden sind.

[amorphis]

Antwort auf Beitrag Nr.: 26.792.668 von amorphis am 09.01.07 15:13:52

firm\'s new CY08 EPS est would equal $2.24. Assuming a 20x multiple, which could be conservative, firm thinks the stock could be valued around $45

sag ich doch die ganze zeit...eps für das nun laufende gesamtjahr bei über 1,50$!kgv 300....jaja...lol lol lol!

amtech geht von nem eps von 2,24$ aus....bei 25$ aktuell macht das ein kgv von knapp 11...ist einer der günstigsten und wachstumsstärksten techs derzeit...wer was anderes glaubt ist selbst schuld!

[amorphis]

Antwort auf Beitrag Nr.: 26.794.355 von SokratesNOW am 09.01.07 16:15:05

http://www.briefing.com/GeneralContent/Platinum/Active/Artic…

wirst du nur leider nicht reinkommen...ist ein bezahl-service

[SokratesNOW]

Okay trotzdem danke!

Zwei Fragen hätte ich dennoch noch.

Hast du das gestrige Posting von AMTECH in dem sie sich getäuscht hatte auch in den Thread gepostet?

Gibt es auch Quellen von Microsoft in denen dargestellt wird das sie den Chip verwenden?

DAnke

[amorphis]

Antwort auf Beitrag Nr.: 26.794.769 von SokratesNOW am 09.01.07 16:31:31

nein habe ich nicht.nein msft gibt es noch nichts offizielles...aber msft+sigm arbeiten seit jahren erfolgreich und sehr eng zusammen...sigm's chip ist noch immer der einzige der zusammen mit der msft-iptv software einwandfrei läuft...auf der sigm seite findest du eine investoren-präsentation...wo unter einem slide zu den next generation-dvd playern sowohl das blue ray laufwerk der PS3 aufgeführt ist...als auch das hd dvd laufwerk der xbox 360!spekulieren darfst du...es bleibt dir überlassen das zu glauben....oder es zu lassen...aber unabhängig von der offiziellen sachlage....hab jetzt keine zeit das entsprechende posting zur damaligen conference zu suchen...es steht hier irgendwo im thread...und ich meine es war auf der letzten roth's confernce...da hat der ceo von sigm spekulationen im prinzip bestätigt....das man in den next generation konsolen zu finden sein wird. ob iptv der einsatzort ist...oder letztlich das laufwerk des players...spekulieren ist erlaubt...

[amorphis]

sigm bei fast 26$ über 10% im plus...denke das sagt einiges...

[amorphis]

Volume: 943,251
Avg Vol (3m): 972,936


looks really nice...

[amorphis]

sigm hat auf anhieb die 26$ geknackt...ziemlich bullish!stehen schon fast auf ath!

[amorphis]

ich hoffe übrigens das der ein oder andere leser short war... wird sich schon der richtige angesprochen fühlen...würd dir die verluste echt gönnen...von ganzem herzen!

[kojote1]

Antwort auf Beitrag Nr.: 26.796.291 von amorphis am 09.01.07 17:35:09

habe mir gerade den Chart so angesehen, und wenn es nach dem heutigen jump nochmal 20 cent runtergeht, dennoch werden wir bald kurse jenseits der 25, jenseits der 30 sehen, Euro wohlgemerkt,
wir werden sogar ziemlich genau auf die 35 Euro klettern
das Chartbild muss sich nur noch ganz vervollständigen, dann wäre das Ziel 35,04 Euro
mit den 0,04 habe ich mich wohl dann verrechnet

[Paramedic76]

Plis hat sich heute hier ja noch gar nicht sehen lassen.

Komisch.

[TMK1263]

Wahrscheinlich hat er´s wieder vermasselt

[amorphis]

Antwort auf Beitrag Nr.: 26.797.851 von TMK1263 am 09.01.07 18:41:14

würde nichts anderes erwarten!

manche lernen es halt nie...zum glück!

[amorphis]

Antwort auf Beitrag Nr.: 26.797.733 von Paramedic76 am 09.01.07 18:36:23

tja die kurse stecken noch in seinem hals...so sprichts sich so schlecht... vor allem weil viro heute nicht wie von ihm erwartet zum jump angesetzt hat...

und er rafft immer noch nicht....das die guidance von sigm was umsätze angeht höher ist...als das was mit vancocin erwartet wird.tja...armer wicht!

[amorphis]

hier was zu apple iTV!gerüchten zufolge soll es ja ne verbindung zu sigm geben...

http://www.hellskitchenparis.de/

[Onkel_Tuca]

Mein Einstieg gestern war ja nahzu perfekt.
War auch nicht schwer wenn man sich den Chart mal genauer angeschaut hat. Auf hoffentlich weiter steigende Kurse....
Mfg Onkel

[amorphis]

Antwort auf Beitrag Nr.: 26.799.075 von Onkel_Tuca am 09.01.07 19:49:06

jepp onkel...die wirst du schon bekommen!die 50$ sehen wir dieses jahr noch...

[amorphis]

naja...die 26 konnten leider nicht gehalten werden...mal sehen was am ende bei rumkommt...der handel gefällt trotzdem!wir sind zurück im rampenlicht!

Volume: 2,866,908
Avg Vol (3m): 972,936

[Pliscon]

Antwort auf Beitrag Nr.: 26.797.733 von Paramedic76 am 09.01.07 18:36:23

Dann lies doch mal alles durch!


Sigma hat die Hälfte der Tagesgewinne schon wieder abgegeben!

Die technische Schwäche hält an! Was passiert, wenn wirklich das Delisting kommt?

[Pliscon]

Antwort auf Beitrag Nr.: 26.801.955 von amorphis am 09.01.07 21:44:45

Es konnten nichtmal die 25 gehalten werden!

[Onkel_Tuca]

Antwort auf Beitrag Nr.: 26.802.869 von Pliscon am 09.01.07 22:40:01

"Die technische Schwäche hält an! "

5,7% plus
wenn jeder tag so schwach wird dann ist alles im TOP !
Was bist den du fuer einer ! LOL

Mfg Onkel

[TMK1263]

Antwort auf Beitrag Nr.: 26.801.955 von amorphis am 09.01.07 21:44:45

Hi amorphis,

du hast Post, sorry, daß ich so spät antworte habs aber erst jetzt gesehen.

Gruß

[amorphis]

Form 8-K for SIGMA DESIGNS INC

9-Jan-2007

Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard;


Item 3.01 Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing.

On October 26, 2006, Sigma Designs, Inc. (the "Company") appeared in front of the Nasdaq Listing Qualifications Panel (the "Nasdaq Panel") to discuss the potential delisting of the Company from The Nasdaq Stock Market for failing to timely file its Form 10-Q for the quarter ended July 29, 2006 and its Form 10-Q for the quarter ended October 28, 2006, in violation of Nasdaq Marketplace Rule 4310(c)(14). On January 3, 2007, the Nasdaq Panel notified the Company that the Nasdaq Panel has determined to continue the Company's listing to allow it to become current on its reporting obligations.

The Company's continued listing is subject to the filing on or before March 14, 2007 of any required restatements and the Company's Form 10-Q's for the quarters ended July 29, 2006 and October 28, 2006, production of specified information to the Nasdaq Panel about the results of the review by the Audit Committee of the Company's Board of Directors of the Company's stock option grant practices and compliance with all other requirements for continued listing on The Nasdaq Stock Market. There is no assurance that the Nasdaq Panel will deem the information we provide as being sufficient to satisfy the condition or that we will be current in our filings by the prescribed deadline.



Item 4.01 Changes in Registrant's Certifying Accountant.

(a) Previous Independent Registered Public Accounting Firm.

Grant Thornton LLP ("Grant Thornton") informed Sigma Designs, Inc. (the "Company") that its client-auditor relationship has ceased effective January 3, 2007.

The Company previously reported in its Form 8-K filed with the Securities and Exchange Commission on September 21, 2006 that the Company's financial statements for the fiscal years ended January 31, 2004, January 29, 2005 and January 28, 2006 should no longer be relied upon. As a result of the September 21, 2006 Form 8-K filing, the report of Grant Thornton on the financial statements of the Company for the fiscal year ended January 28, 2006 and management's report on the effectiveness of internal control over financial reporting as of January 28, 2006 has been withdrawn and should no longer be relied upon. Grant Thornton did not serve as the Company's independent registered public accounting firm for the fiscal years ended January 31, 2004 and January 29, 2005.

During the fiscal year ended January 28, 2006 and through January 3, 2007, there were no disagreements with Grant Thornton of any matter of accounting principles or practices, financial statement disclosure or auditing scope or procedure, which disagreements, if not resolved to the satisfaction of Grant Thornton, would have caused Grant Thornton to make reference thereto in its reports and there were no reportable events (as outlined in Regulation S-K Item 304(a)(1)(v)), except for the following:

In Item 9A of its Annual Report on Form 10-K for the fiscal year ended January 28, 2006, management of the Company reported that it had assessed the effectiveness of the Company's internal control over financial reporting as of January 28, 2006 and had identified the following material weakness in the Company's internal control over financial reporting: inadequate controls to ensure that financial information is adequately analyzed to detect misstatements including the lack of understanding of generally accepted accounting principles, or GAAP, and Securities Exchange Commission, or SEC, reporting matters. This material weakness in the Company's internal control over financial reporting resulted in an adverse opinion from Grant Thornton on the effectiveness of the Company's internal control over financial reporting. For additional details regarding this material weakness, please see the Company's Annual Report on Form 10-K for the fiscal year ended January 28, 2006.

The Company has provided a copy of this disclosure to Grant Thornton and requested that Grant Thornton provide a letter addressed to the Securities and Exchange Commission stating whether or not it agrees with the above statements. A copy of such letter dated January 8, 2007, is attached hereto as Exhibit 16.1 to this Form 8-K.



Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

16.1 Letter from Grant Thornton LLP to the Securities and Exchange Commission dated January 8, 2007.

[amorphis]

The Company\'s continued listing is subject to the filing on or before March 14, 2007

[miristegal]

Antwort auf Beitrag Nr.: 26.803.886 von amorphis am 10.01.07 00:25:19

Hi amorphis

kannste kurz auf deutsch komment abgeben? bin vor kurzem auf notebock umgestiegen , da mein alte PC den geist aufgegeben hat. meine ÜP sind futsch und die neuen noch nicht instaliert.gerne per BM. Danke
PS. habe heute noch holz in den ofen nachgelegt.

[amorphis]

"Grant Thornton LLP ("Grant Thornton") informed Sigma Designs, Inc. (the "Company") that its client-auditor relationship has ceased effective January 3, 2007."

die accounting-firm hat also gekündigt...tja...mir schwebt da folgendes vor...die accounting firm wird wohl nen fehler gemacht haben...

[SokratesNOW]

Sigma Designs Shares Jump On Xbox 360 Speculation


NEW YORK -(Dow Jones)- Shares of Sigma Designs Inc. (SIGM) jumped more than 9% Tuesday on speculation that it could be included in Microsoft Corp.'s (MSFT) plans to add Internet protocol television, or IPTV, capability to its Xbox 360 gaming console.

Early Monday, Microsoft announced plans to offer the capability by the holiday season of 2007 to users who subscribe to IPTV from service providers standardizing on the MSTV IPTV platform.

Sigma Designs, which makes silicon-based media processors, couldn't immediately be reached for comment.

Jeff Schreiner of American Technology Research issued a report this week suggesting the Microsoft link.

"We believe Microsoft will try and integrate the Xbox 360 hardware into its IPTV platform. Currently, SIGM is the only media processor used within the MSTV IPTV platform," Schreiner said in the note.

Schreiner, who is quick to note that there is no confirmation that Sigma's chips will be used, sees the potential development adding $218 million in revenue for the company in 2008, adding 81 cents a share to the bottom line.

"If you combine our previous pro-forma EPS estimate of $1.43 for calendar 2008 and added the incremental 81 cents, our new 2008 EPS estimate would equal $2.24, " writes Schreiner. "Assuming a 20x multiple, which could be conservative, we believe shares could be valued around $45."

A survey of analysts by Thomson Financial projects fiscal 2007 earnings per share of 43 cents on revenue of $88 million and 2008 earnings of $1.17 a share on sales of $143.5 million.

Schreiner notes that Sigma Design shares are trading at about 18-times his projected calendar 2007 pro-forma earnings of $1.36.

"Based on its strong growth profile and market leading position, SIGM should trade closer to 25 times," he said, reiterating his buy rating and $34 price target.

In the year ended Jan. 31, 2006, the company earned $1.9 million, or 8 cents a share, on revenue of $33.3 million.

Despite the stock's movement, not everyone agrees with Schreiner's aggressive assertions.

"There is no opportunity for Sigma, in our view, in the Xbox 360, because the IPTV functionality is already embedded in the Xbox 360," said Tristan Gerra from Robert W. Baird & Co.

"The opportunities are a plenty, in a variety of platforms, but not gaming consoles because they already have enough processing power," added Gerra.

Regardless of the Microsoft-related potential, Quinn Bolton from Needham & Co. expects the IPTV set-top box market to grow by the "mid- to high-single millions" in 2007 and see meaningful expansion over the next three to five years.

"On the set top box side, we believe Sigma Designs is the best positioned supplier of advanced codecs used in IPTV set-top boxes," writes Bolton, stressing that Sigma has an early market share lead over competitors with numerous set-top box design wins.

Shares recently traded up $2.25, to $25.73 on volume of 2.1 million shares, compared with average daily volume of 944,000 shares.

Both Robert W. Baird and Needham & Co. expect to receive or intend to seek investment banking related compensation from Sigma Designs within the next three months.


Das ist wohl der Grund warum die Intraday Kursgewinne nicht ganz gehalten werden konnten!
Bleibt die spannende Frage ob er tatsächlich reinkommt oder nicht!

Wie sieht es eigentlich bei Apple aus? Welchen Chip verwenden die für ihr ITV?

[amorphis]

Antwort auf Beitrag Nr.: 26.803.957 von miristegal am 10.01.07 00:32:36

da steht nur das sigm bis zum 14.03.07 die jeweiligen "Form 10-Q " eingereicht haben muss...bis dahin ist das listing an der nasdaq ausser gefahr!

[amorphis]

Antwort auf Beitrag Nr.: 26.803.980 von SokratesNOW am 10.01.07 00:34:33

Wie sieht es eigentlich bei Apple aus? Welchen Chip verwenden die für ihr ITV?


dazu gibt es nix offizielles...gerüchten zu folge...und ganz ehrlich...ich würde die gerüchte zu mindest für sehr ernst nehmen...also gerüchten zufolge hat der chip von sigm eine große chance enthalten zu sein...

[SokratesNOW]

Die Frage die sich für mich die ganze Zeit stellt ist folgende:

Brauche ich den SIGMA Chip immer oder ist dieser durch einen anderen oder eine andere Lösung ersetzbar?

Mich macht das folgende Statement etwas stutzig!

There is no opportunity for Sigma, in our view, in the Xbox 360, because the IPTV functionality is already embedded in the Xbox 360," said Tristan Gerra from Robert W. Baird & Co.

Wie wird in dieser Konstellation dann IPTV realisiert?

[amorphis]

Antwort auf Beitrag Nr.: 26.804.064 von SokratesNOW am 10.01.07 00:42:48

tja die frage ist ob der prozessor der derzeit in der xbox 360 ist...von msft dafür vorgesehen ist "iptv" zu "berechnen" oder nicht.in den settop-boxen...wo sigm ja weltweit annähernd bei 80% marktanteil angekommen ist...ist der chip von sigm erste wahl!es gibt keinen anderen der das kann was sigm's chip kann...das siehst du alleine daran....das nur der chip von sigm von msft verwendet wird...jeder msft-settop-boxen win (von der betriebssystem-seite) istgleichzeitig ein win für sigm...kein anderer chip läuft hier mit der software ansonsten fehlerfrei. dieses kunststück...was ja für die anbieter so wichtig ist...hat sonst kein anderer chip-hersteller hinbekommen...keine broadcom und auch keine STM Micro!das sind fakten...

ob msft in der xbos 360 einen sigm chip implementiert...das sind spekulationen...ja das ist so richtig. aber das sind spekulationen die sehr sinnvoll erscheinen...zumal fürs hddvd laufwerk auch ein sigm chip in frage kommt...und das ganze kombiniert werden könnte.

[amorphis]

http://www.ipod-fun.de/content/view/2764/42/

schon gut möglich das wir hier drin sind!

[amorphis]

warum das gut möglich ist???

ganz einfach...

"Apple hat heute die Set-Top-Box AppleTV vorgestellt, das Gerät bringt eigene Fotos, Filme, Musik oder Podcasts aus der iTunes Bibliothek bzw. aus iPhoto kabellos auf das TV-Gerät."

dazu:

http://biz.yahoo.com/bw/070108/20070108005912.html?.v=1

[amorphis]

bizjournals.com
Cisco CEO says more acquisitions coming
Tuesday January 9, 7:09 pm ET

Cisco Systems Inc. will likely buy a slate of consumer-focused companies in the coming days, chief executive John Chambers suggested Tuesday.

The San Jose-based company's (NASDAQ:CSCO - News) CEO told attendees at the 2007 Consumer Electronics Show in Las Vegas that Cisco has a vision for a "network of networks" that will lead to new revenue streams and consumer applications.

By 2010, Chambers said, Internet traffic created by 20 homes alone will more than equal all of 1995's Internet traffic.

Chambers, who said the company would make six or so acquisitions soon, pointed to the consumer-focused companies Cisco has already bought recently, such as Linksys and Scientific Atlanta.

Published January 9, 2007 by the Silicon Valley/San Jose Business Journal



hoffentlich ist sigm nicht dabei... kiss hat man sich ja schon einverleibt!

[tastenow]

Eine baldige Übernahme von SIGM würde garantiert ein Delisting ausschließen! Kurse von 30 USD sollten dann auch kurzfristig möglich sein.

Der gestrige Höhenflug hat doch vor allem deshalb einen Dämpfer erhalten, weil Grant Thornten sein Mandant niedergelegt hat und nicht als "Baueropfer" herhalten wollte. Es ist in diesem Zusammenhang nicht von "Störungen" sondern von "Veruntreuung" im Geschäftsablauf bei SIGM zu lesen. Da wollten wohl einige Herren ganz schnell ganz viel Geld einsammeln. Schade, eine wirklich gute Story wird durch eklatantes Fehlverhalten des Managements wahrscheinlich verhindert. SER-Aktionäre haben das auch mal erlebt. Technologisch führend, erstklassige Refenzen, volle Auftragsbücher, gieriges Management, Tausend nie erreicht!

Hier mal eine Meinung aus dem allseits beliebten yahoo-board:
We should all be very concerned with the resignation of Grant. Audit firms generally do not resign unless they feel that they cannot trust management. Their resignation doesn't bode well for what is behind the option scandal at Siggy. It is becoming increasingly clear that there were defalcations and not simply errors in the company's accounting. Further, it is now beginning to make sense why it has taken six months to get to this point. It has always concerned me that there has been such a long delay in restating the financial statements. With so few participants in the company's option plan the company's financial statements could have been restated all the way back to the days of Moses by now. Very disappointing!!!!

Ich bitte alle euphorisierten Lemminge um Entschuldigung für diesen kritischen Beitrag.

Alle anderen Akteure dieses Forums bitte ich um Nachsicht für meine eingeschränkte Sichtweise.

Gruß
Tastenow

[amorphis]

Antwort auf Beitrag Nr.: 26.805.395 von tastenow am 10.01.07 08:48:03

vielen dank für deinen beitrag....ich sehe es nicht kritisch. der kurs hat einen dämpfer erhalten...weil wir über 12% im plus waren....da wurden intraday gewinne mitgenommen, mehr nicht.die nasdaq läuft derzeit auch alles andere als rund...und wenn dann abends eine apple die ganze aufmerksamkeit auf sich vereint...ist es kein wunder das gelder abfliessen. so einfach ist das. der rest ist spekulation deinerseits...glaube nicht das mit einem options-skandal der kurs so nah am ath stehen würde...die fundamentals sind zu gut. punkt.

[Pliscon]

Antwort auf Beitrag Nr.: 26.805.442 von amorphis am 10.01.07 08:53:53

vielen dank für deinen beitrag....ich sehe es nicht kritisch. der kurs hat einen dämpfer erhalten...weil wir über 12% im plus waren


Und dass wir davor so ca 8 Minusbörsentage mit ähnlicher Intradayschwäche hatten, das siehst du natürlich auch nicht kritisch!

[amorphis]

sigm steht nah am allzeithoch...manche sehen echt gespenster wenn sie tagelange intraday-schwäche sehen. pah!

[Pliscon]

Antwort auf Beitrag Nr.: 26.807.074 von amorphis am 10.01.07 10:48:28

Nahe???

[amorphis]

Antwort auf Beitrag Nr.: 26.808.691 von Pliscon am 10.01.07 12:38:20

ja nahe...um genau zu sein nur 2,87$ vom ath...beim nächsten satz von 10% wären wir wieder fast am ath.

btw...was für einen satz muss eine vphm hinlegen...um am ath zu sein?

[overview]

Sigma brächte 11,5% Kursanstieg zum bisherigen all-time-high.

Viropharma bräuchte 63,9% Kursanstieg zum bisherigen all-time-high.

Sigma hat für 2007 ein Umsatzwachstum von 100% prognostiziert.

Viropharma hat für 2007 ein Wachstum von 15% veröffentlicht.

Sigma hat eine Marktkapitalisierung von 565 Mio. USD.

Viropharma hat eine Marktkapitalisierung von 1.002 Mio. USD.

Bei Sigma sinkt im Laufe 2007 durch das Umsatzwachstum das KGV auf rund 15, bei weiteren hohen Wachstumsaussichten für 2008.

Bei Viropharma beträgt das 2007 erwartete KGV 13,5, bei unbekannten Wachstumsaussichten für 2008 (Markteintrittsgefahr Generika, unklaren Markteinführungschancen eigener Entwicklungen, unklaren Kosten und Erfolgsaussichten weiterer Akquisitionen).

"Billig" ist keine der beiden Aktien. Die eine war 2006 "sexy", in 2007 ist es die andere.
Ist bei Viropharma irgendeiner der Gründe ausgeräumt, der die Ursache dafür war, daß sie jetzt 64% unter ATH steht?
Wie wahrscheinlich sind bei beiden Aktien positive Entwicklungen, die vom heutigen Niveau aus weitere Kursanstiege ermöglichen? Wird sich auch nur einer bei Sigma bezogen auf den Wert seiner eigenen zukünftigen Optionen selbst ins Knie schießen, indem er sich einer Lösung des option-backdating-Problems verweigert?

Soll jeder selbst entscheiden, wie er dies einschätzt.

[amorphis]

10-Jan-07 09:28 ET

Sigma Designs: No Xbox IPTV impact; IPTV roll-out remains strong - Amtech (24.82)

Amtech notes that after speaking at length with both MSFT and SIGM at CES, they do not believe the announcement regarding Xbox 360 and IPTV will incrementally benefit SIGM. While their initial theory regarding the Xbox 360 announcement proved incorrect, they believe additional opportunities could be available in other "Microsoft TV" ready consumer devices such as TVs. In addition, according to discussions with contacts at CES MSFT has won the IPTV business at France Telecom. They believe Thomson, MSTV and legacy Sagem STB are currently being offered or trialed and the official platform is still undecided. If MSTV were to become the platform of choice by Q207 at France Telecom they estimate it could add an additional 450-470k units. Based on their analysis, France Telecom could add $0.06 to their CY07/CY08 estimates. They recommend investors be aggressive buyers at current levels.

[Pliscon]

Antwort auf Beitrag Nr.: 26.812.330 von amorphis am 10.01.07 15:45:47

Und Sigma ist wieder fett im Minus!

Die einen Träumen vom Alltimehigh und sacken dabei immer weiter ab!

[overview]

Antwort auf Beitrag Nr.: 26.812.330 von amorphis am 10.01.07 15:45:47

Naja, dann wären die Gerüchte um die XBox wohl (erstmal) klargestellt.

Aber der letzte Satz der Meldung gefällt mir, "... daß sie Investoren auf diesem Kursniveau zu aggressiven Käufen raten."

[SokratesNOW]

Nachdem sich ja nun sehr wahrscheinlich bestätigt, dass der Sigma Chip nicht in der XBox verbaut wird möchte ich meine Frage vom gestrigen Tage noch einmal aufwerfen!

Wie wird die Tätigkeit, die normal der Sigma Chip übernimmt in der neuen XBox realisiert? Hat hierzu jemand irgendwelche Informationen?

[overview]

Antwort auf Beitrag Nr.: 26.819.887 von SokratesNOW am 10.01.07 21:46:36

Einen Teil Deiner Frage beantwortet vielleicht http://de.wikipedia.org/wiki/Xbox im Mittelteil "Multimedia-Abspielsoftware" + "ModChips".

Ich sehe das ganze im Moment so: die Xbox ist ein "Spielecomputer". Zum luxeriösen Empfang von IPTV gibt es Settop-Boxen (wo zu 80% Sigma-inside ist).
Ob die Hardware-Hersteller und die IPTV-/Kabel-Anbieter ein Interesse haben, nur ein statt zwei Geräten zu verkaufen?
Ein Teil des wirtschaftlichen Interesses vieler Kabelgesellschaften und "triple-play"-Anbieter wird auch sein, die technische Hoheit am ersten Hardwaregerät nach der Steckdose zu behalten.
Ob die Papis dieser Welt zulassen, daß sie nur mit Hilfe ihrer Kids und deren Xbox IPTV sehen können?

[Pliscon]

Nachdem Amorphis fast jeden Tag eine Meldung über das tolle XBoxGeschäft reingestellt hat nun die neueste Meldung


Sigma Not Seen Benefiting From Xbox IPTV
Wednesday January 10, 3:15 pm ET
Sigma Designs Not Expected to Benefit From Roll Out of IPTV on Xbox 360


NEW YORK (AP) -- Sigma Designs Inc. shares fell sharply in afternoon trading on the Nasdaq after an analyst shot down speculation that the chipmaker could benefit from the rollout of Microsoft's IPTV service on the Xbox console or set-top box.
ADVERTISEMENT


American Technology Research analyst Jeff Schreiner, who has a "Buy" rating on the stock, said that although he believes the company will benefit from the global rollout of IPTV he no longer suspects Sigma will benefit from Microsoft's recent announcement that it will integrate IPTV service over its Xbox 360 video game console.

IPTV is television content that is distributed using Internet Protocol.

"After speaking at length with both Microsoft and Sigma Designs at (the) Consumer Electronics Show, we do not believe that the announcement regarding Xbox 360 and IPTV will incrementally benefit Sigma," Schreiner wrote in a note to investors. "According to both companies, the Xbox offering will only require a software upgrade provided by the service provider to consumers who already own an Xbox 360."

The Milpitas, Calif., company also disclosed in a document with the SEC late Tuesday that it has until March 14 to file late financial results. Sigma is one of at least 197 companies that have launched internal probes or are under review by federal regulators for possibly backdating stock option grants.

Shares of Sigma Designs, which have traded between $7.99 and $29.12 over the last year, were down 87 cents, or 3.5 percent, at $23.95 on the Nasdaq.

[amorphis]

Antwort auf Beitrag Nr.: 26.819.887 von SokratesNOW am 10.01.07 21:46:36

overview...die xbox wird dann von den kabelnetzbetreibern wie eine eigene settop-box vertrieben...so einfach läuft das dann!

sokrates...die arbeit die in einer settop-box der sigm chip übernimmt...die übernimmt im falle der xbox+iptv dann die cpu der xbox!das ist reine cpu rechenarbeit und das zusammenspiel von software und codecs. die xbox wahr schon immer einem pc ähnlich. es gibt ja auch dma's zum iptv-empfang...in der sparte hat sigm ja auch den großen teil des marktes...und dma's sind wie heim-pc's fürs wohnzimmer.

übrigens xbox+sigm chip das thema ist vielleicht für schnell-checker wie pliscon durch...wer wirklich ahnung hat der weiß das auch die möglichkeit xbox 360 hd dvd laufwerk + sigm-chip als einsatzort in frage kommt.

greez

[amorphis]

Form 8-K for SIGMA DESIGNS INC

10-Jan-2007

Changes in Registrant's Certfying Accountant


Item 4.01 Changes in Registrant's Certifying Accountant.

(b)

On January 10, 2007, the Audit Committee of the Board of Directors of Sigma Designs, Inc. (the "Company") appointed the independent registered public accounting firm Armanino McKenna LLP ("Armanino McKenna"), with headquarters offices in San Ramon, California, as the independent registered public accounting firm for the Company.

We have not consulted with Armanino McKenna during the fiscal years ended January 28, 2006 and January 29, 2005, or through January 10, 2007, with regard to either (a) the application of accounting principles to a specified transaction, either completed or proposed, or the type of audit opinion that might be rendered on our financial statements; or (b) any matter that was either the subject of a disagreement (as defined in Item 304(a)(1)(iv) of Regulation S-K) or a reportable event (as defined in Item 304(a)(1)(v) of Regulation S-K).

Add SIGM to Portfolio Set Alert

[Pliscon]

Antwort auf Beitrag Nr.: 26.823.308 von amorphis am 11.01.07 01:13:53

schnell-checker

Wow! Sehr vertrauenserweckende Sprache!

Stellt euch mal vor Amorphis würde bei einer Bank arbeiten!


Unvorstellbar! Der arbeitet eher beim Bau oder unter Tage!

[amorphis]

Antwort auf Beitrag Nr.: 26.827.426 von Pliscon am 11.01.07 11:19:10

hahahahahihaophiaho

ham wir alle gelacht pliscon?warum redest du so herablassend über leute die auf dem bau oder unter tage arbeiten?würde ich dort arbeiten hätte ich nicht so viel zeit hier zu sein...und meiner arbeit "trading" nachzugehen....aber ich hätte wenigstens respekt vor denen die körperlich arbeiten...soviel dazu!


Last Trade: 25.26
Trade Time: 10:05AM ET
Change: Up 1.33 (5.56%)

[amorphis]

die spatzen singen mir grad ein lied ins ohr...die options-geschichte dürfte sich zum positiven wenden!!!!!

WINTER_CFA
Grant Thornton didn't quit.
They were effectively fired. They dragged their feet for too many months on signing off on SIGM's options determination.

As I understand it, a new more regional auditor is on board already and I believe that they will have no problem at all getting SIGM's option issue resolved before the March 14th deadline.

[amorphis]

aus dem BAIRD ereport von gestern:


Strong Communication and Decoder Synergies, Sigma Designs Poised To Benefit. Following Sigma's first step with a reference design with Atheros for 11g technology in digital media adapters, Sigma now has an Ultrawideband (UWB) offering and announced at CES a UWB module partner, Taiyo Yuden. We believe Sigma Designs could also offer in the first half of this year a reference design featuring Powerline technology (Internet over AC outlets), which would further help Sigma's presence in the nascent and growing home network market (any device, any content), in conjunction with its advanced decoding technology.



8k Filing Yesterday, A Positive Step Toward Restating. The auditor change announcement yesterday represents a positive step toward a restatement and compliance with NASDAQ rules, in our view. We believe Sigma Designs' restatement paperwork is already filed and is now subject to review by the new auditor, giving us confidence Sigma Designs will beat the March 14 NASDAQ delisting deadline.



CES Announcement Recap.

Sigma's SMP8630 series is designed into Blu-ray players from Panasonic, Pioneer, as well as in three new players from Sony.
Sigma announced design wins with HP, Pioneer, and Sampo for digital TVs, along with additional unnamed OEMs.
Sigma Designs announced design wins for its 8620 series of media processors with D-Link for standard definition and HD digital media receivers, Netgear for a standard-definition digital multimedia receiver, and Sony for its LocationFree TV and a network media receiver.
Sigma Designs announced the availability of its ultrawideband (UWB) Mini-PC development kit and has a reference design with Taiyo Yuden using its Windeo chipset.
Sigma Designs is working with Beijing Tiplay Networking to bring interactive entertainment to peer to peer (P2P) and consumer electronics platforms using the SMP8634 media processor and the Linux OS with a launch set for 1H07.
Valuation. Our price target of $30 for Sigma Designs is based on the stock trading at 22-23 times our calendar 2007 pro forma EPS estimate of $1.34. The multiple we are using in the determination of our price target is in line with a group of peer companies.

[amorphis]

Panasonic Applauds Movie Industry's Increasing Acceptance Of Blu-Ray

Blu-ray Gains Support of Major Studios and CE Companies



LAS VEGAS, NV (January 7, 2007) – Panasonic Corporation of North America, one of the pioneers in developing Blu-ray Disc™ technology and the advanced AVC (H.264 standard) video codec today issued a public "thank you" to all the major motion picture studios who are using Blu-ray technology exclusively or as a preferred alternative for their high-definition video disc releases.



"With over 80 percent of the major studios committed to issuing Blu-ray releases and the majority of Consumer Electronic Companies supporting this technology we are quite confident that Blu-ray will succeed," said Gene Kelsey, Vice President, Panasonic Entertainment Group. "What we're doing today is simply thanking the entertainment industry for taking a look at the two competing formats and recognizing that Blu-ray with its vastly greater storage capacity is obviously the best choice for high-definition, bandwidth-intensive programming featuring significant amounts of value-added and interactive content."



Panasonic recently brought the advantages of Blu-ray technology – which offers up to ten times the data-storage capacity of standard DVDs and supports true 1080p video resolution and 7.1 discrete channels of audio – to the home theater market with the introduction of the DMP-BD10 Blu-ray player. In addition to playing pre-recorded Blu-ray movie discs the DMP-BD10 plays conventional standard-definition DVDs (with automatic 1080p up-conversion) and conventional CDs.



Other key features of the DMP-BD10 include proprietary P4HD technology for performing IP conversion at the pixel level for ultra-fine details, a 297MHz 14bit Video D/A Converter with 4X oversampling, video noise shaping that improves signal-to-noise ratios by shifting noise to an unused band, and theoretical support for nearly 4400 billion colors. The DMP-BD10 will also feature new audio codecs, such as Dolby® True HD and DTS™ HD. A firmware upgrade is required for compatibility with these audio codec."



The initial product in what is planned as a full array of Blu-ray player, camcorders and other home entertainment products, the DMP-BD10 also incorporates Panasonic’s proprietary EZ-SyncTM system for integrated one-touch operation of Panasonic home-theater components, Dolby Digital Plus, Dolby Digital and dts decoding, and BD-J (Java application) interactive capability. The compatibility between the DMP-BD10 and the High Definition camcorder (HDC-DX1), via the AVCHD (H.264) codec, is a prime example of Panasonic’s dedication to the high definition digital lifestyle.



In addition to the Blu-ray player and the forthcoming Blu-ray products, Panasonic is a major contributor to the creation of Blu-ray pre-recorded discs. The company’s Panasonic Hollywood Labs is a leading authoring, replication and encoding facility in the industry, as well as a driving force in the research and development of Blu-ray components.

[amorphis]

http://www.eetimes.com/showArticle.jhtml;jsessionid=PQWJWF1D…

[amorphis]

Seven technically superior stocks for the new year

MarketWatch
11:59 a.m. 01/10/2007 By Harry Boxer

Commentary: Technically superior stocks for the new year
LOS ANGELES (TechTrader) -- As we start the new year, we've identified seven stocks whose chart patterns and underlying indicators rank high on our technical screens.

Interestingly, four of these stocks are companies based in or doing business in China, as many stocks in this area are in intermediate uptrends.

Aluminum Corp. of China (ACH), the world's second largest aluminum company, had a big run in 2005 through the spring of 2006, when it jumped from 12.50 to nearly 28. A deep intermediate pullback occurred, pulling it back into the mid-teens on three occasions, successfully testing the 15-16 zone.

Chindex (CHDX) is a long-time favorite of mine, which enjoyed big success in 2006. After reaching a low near 3 in October 2005, the stock started on a long-term advance that saw it reach as high as nearly 23 this past November. It then pulled back in a six-week consolidation and flag, with underlying technicals holding up well.

Fuel Tech (FTEK), another long-time favorite of mine, has performed fantastically with a 150% increase over the last year, only interrupted by an intermediate decline in the May-July period, which saw it pull back from about 18.80 to 10. The 10 support level held, and the stock moved dramatically to nearly 27.50 at its December high.

China GrenTech (GRRF), in the wireless telecom space, has been in a strong intermediate uptrend since the August double-bottom near 8.20, reaching just under 20 a couple times over the last two weeks. As long as this strong 45-degree angle uptrend remains intact, those who already own the stock may want to hold it.

Global Sources (GSOL) is another China-related stock that has performed very well of late. It recently gapped up on heavy volume after a Jim Cramer recommendation, and subsequently went into a flag pattern.

Sigma Designs (SIGM), perhaps our favorite stock over the last couple years, had a remarkable run from the July lows near 8 to over 29 in early December. Since then it has been in an orderly mini down-channel or flag, with underlying technicals holding up very well.

I anticipate this strong trend can continue, although a 240 percent increase since July leaves the stock potentially vulnerable to deeper intermediate pullbacks. But the intermediate- to long-term outlook is very bright. Short-term trading target is 29, intermediate target 35-37, and longer-term target in the 40-44 range or higher. Current short-term support is around 23.50 and beneath that more important support at 21.50-22.



Harry Boxer is a 35-year veteran technical analyst and author of TheTechTrader.com, a real-time diary of his intraday and intermediate-term trading ideas. He has no holdings in stocks mentioned in this article. Visit his Web site to register for his live seminar in Long Beach, Calif., on Saturday, Jan. 27. (thetechtrader.com)

[amorphis]

ach und plisci...ja sicher...ich arbeite nicht bei einer bank!!!!deshalb kann ich ja auch gute aktien empfehlen...

[amorphis]

http://video.yahoo.com/video/play?vid=5438ba0334f02698d65b60…

[amorphis]

http://www.technologyevangelist.com/2007/01/ces_jamison_chin…

[Pliscon]

Antwort auf Beitrag Nr.: 26.836.693 von amorphis am 11.01.07 17:26:42

ach und plisci...ja sicher...ich arbeite nicht bei einer bank!!!!

Yepp du arbeitest bei einer Bank, bei einer Parkbank und hebst das Laub rundrum auf!


PS: Sigma heute wieder ins Minus gerauscht!

[hahel]

Mann Pliscon, man freut sich wenn hier links und Infos reingestellt werden. Und von dir kommen nur dämliche Kommentare und heiße Luft.
Ins minus gerauscht, Blödsinn -1% nennst du rauschen??
Bei dir rauscht wahrscheinlich nur der Urin und damit deine letzten intakten Gehirnzellen.
Schade, man hofft ja immer, dass sich Menschen vielleicht mal ändern, aber bei dir ist Hopfen und Malz verloren.
Wie wäre es wenn du dich mal 3-6 Monate ausklinkst und dann einen Kommentar abgibst?

[overview]

Antwort auf Beitrag Nr.: 26.866.185 von hahel am 12.01.07 18:07:52

... und per 18:40h ist SIGMA im Plus.

Wer aber hier von "...wieder ins Minus gerauscht!" posaunt, während er im Viro-Thread mit "Yeah! Die 15 Dollar sind geknackt! - Amorphis: Keks?" http://www.wallstreet-online.de/dyn/community/thread.html?th… jubiliert, führt einen infantilen Privatkrieg unter Mißbrauch dieses Kommunikationsmediums.

Wahrscheinlich hat er sonst keine anderen Glücksmomente im Leben und braucht das hier als Kompensation ...

[amorphis]

Harry Boxer Update (1 Rating) 35 minutes ago
Last night on Winning on Wall Street.

Says stock is in no man's land--long term uptrend but short term down trend.

He will buy if it breaks $26.35 ($30+ target)

He will sell if it breaks $23.35 going down ($21- target)

[Pliscon]

Antwort auf Beitrag Nr.: 26.866.185 von hahel am 12.01.07 18:07:52

Hörmal! Für die ganzen Copy and Paste Texte brauchst du kein Börsenboard!


Hier hat noch nie einer, seit ich hier bin, ernsthaft diskutiert!


Einfach einen Text reinkopieren und anschließend wieder rumstänkern, das macht aus amorphis bestimmt keinen Börsenfachmann! Er lechzt wohl nach Anerkennung, aber dafür muss er erstmal was leisten!

[TMK1263]

Also für mich hat er etwas großes geleiste.

Über 170% im Plus

und so nebenbei, die reinkopierten Texte erleichtern unheimlich die arbeit und die Entscheidungen, man muss halt nur was damit anfangen können.
Was dann jeder daraus macht seine Sache

[amorphis]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[amorphis]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Pliscon]

Antwort auf Beitrag Nr.: 26.868.402 von TMK1263 am 12.01.07 19:31:45

Vor allem wenn dann wochenlang was von der X-Box reinkopiert wird und Sigma eigentlich garnicht von der X-Box profitiert!


PS: Sigma dreht schon wieder nach unten ab! Die Luft geht Intraday mal wieder aus!

[miristegal]

Antwort auf Beitrag Nr.: 26.868.402 von TMK1263 am 12.01.07 19:31:45

TMK -so ist es. aber manche haben den sinn der Copy nicht verstanden. bin auch etwa in deiner "gewinnklasse".

@Plis
in dieser zeit, wo ich dieses TH lese - HABE ICH NOCH NIE EINE KAUFEMPFELUNG SIGMs VOM AMORPHIS GELESEN.
Und dein theater ist nur dadurch zu erklären, das amorphis es gewagt hat im VIRO TH den seitwärtstrend - da war viro schon mal 50% gestiegen-zu erwähnen und bei dieser gelegenheit der meinung war, das es zur zeit aktien gibts , die besser laufen.
Wo wars du , als viele hier im TH - mit VIRO weit über 100% gewinn gemacht haben????????
Ich glaube, das du enormes nachholbedarf alleine in VIRO TH hast, um mit mir oder aber den anderen, diskutieren zu können.
diese diskus nehme ich gerne auf, wenn nur an fakten gebunden.

ANSONSTEN die WO BOARDREGELN

[kojote1]

Antwort auf Beitrag Nr.: 26.873.426 von miristegal am 12.01.07 23:15:03

ich bin mit amorphis sehr zufrieden, er war von Anfang an dabei, und ihr werdet sehen, und ich hoffe ehrlich gesagt , das MR P. , nicht mehr investiert ist, also ihr werdet sehen, das wir noch auf 17,60 zurückkommen, und das war dann der Umkehrpunkt für die nächste Rally und die wird uns auf sagenhafte 35 Euro bringen, und dafür wette ich meinen Arsch, die schaffen wir
schaut euch den Chart von Apple an, auf die Nase das gleiche Ding, nur das Apple etwas vorausläuft, und ihr werdet jede Freude haben
das andere rumgekläffe hier bitte ich abzustellen, oder du gehst in den Sandkasten zum Spielen, oder bohrst in der....

[amorphis]

Antwort auf Beitrag Nr.: 26.874.872 von kojote1 am 13.01.07 01:46:08

jepp kote...die 35€ werden wir sehen...die wette gehe ich ebenfalls ein...

mein tipp für dieses jahr lautet wir sehen kurse jenseits der 50$!50$ sind derzeit knapp über 38$...stimmen also von der erwartungshaltung überein... hab schon damals zur zeit der eröffnung gesagt...das ich sigm als potentiellen tenbagger sehe...das wird sich bewahrheiten.....

tenbagger auf ansage...

[amorphis]

Antwort auf Beitrag Nr.: 26.875.117 von amorphis am 13.01.07 02:24:24

sollte kojote heißen...sorry..

[tastenow]

Hallo Forum,

warum ich an SIGM glaube? Seht selbst, der unmissverständliche Kursindikator! Jetzt geht's UP ... http://www.tvpredictions.com/debbie011207.htm. Nix xbox, Männerspielzeuge mit HDTV werden mit SIGM erst richtig schön, gestochen scharf

Ich glaube übrigens nicht, dass wir unter 23 $ kommen. Die Paketkäufer der letzten Wochen hätten keinen Spaß daran.

Gruß
Tastenow

[amorphis]

Upcoming Events

Sigma regularly demonstrates at industry events around the world. For more information on our participation or to schedule a demonstration, please contact [e-mail].




IPTV World Forum
March 5-7, 2007
London, UK


NAB
April 16-19, 2007
Las Vegas, NV

[Pliscon]

Form 8-K for SIGMA DESIGNS INC


--------------------------------------------------------------------------------

10-Jan-2007

Changes in Registrant's Certfying Accountant



Item 4.01 Changes in Registrant's Certifying Accountant.
(b)

On January 10, 2007, the Audit Committee of the Board of Directors of Sigma Designs, Inc. (the "Company") appointed the independent registered public accounting firm Armanino McKenna LLP ("Armanino McKenna"), with headquarters offices in San Ramon, California, as the independent registered public accounting firm for the Company.

We have not consulted with Armanino McKenna during the fiscal years ended January 28, 2006 and January 29, 2005, or through January 10, 2007, with regard to either (a) the application of accounting principles to a specified transaction, either completed or proposed, or the type of audit opinion that might be rendered on our financial statements; or (b) any matter that was either the subject of a disagreement (as defined in Item 304(a)(1)(iv) of Regulation S-K) or a reportable event (as defined in Item 304(a)(1)(v) of Regulation S-K).

[amorphis]

Antwort auf Beitrag Nr.: 26.892.543 von Pliscon am 13.01.07 19:05:14

die meldung hat sich doch seit meinem ersten posting in #2395 nicht verändert...postest auch gern mal doppelt...hauptsache irgendwas gepostet ne?!wenn man jetzt auch noch wüßte was da im text so steht...puh...das wär was...

[Pliscon]

Antwort auf Beitrag Nr.: 26.896.740 von amorphis am 13.01.07 21:21:08

richtig, aber du hast sie nicht kapiert!

[amorphis]

Antwort auf Beitrag Nr.: 26.898.023 von Pliscon am 13.01.07 22:13:18

naja...ich glaub ich kapiere an einem tag mehr...als du in deinem ganzen leben... mach dir nix draus...das leben ist so bestimmt auch schön und gleichzeitig spannend für dich. echt krimi...nicht war...verlauf dich nicht in der großen weiten finanzwelt...ich meine langsam sollte man sich sorgen machen...weil du den irrgarten gar nicht mehr verlässt...

[amorphis]

Antwort auf Beitrag Nr.: 26.901.459 von amorphis am 14.01.07 01:05:27

es heißt natürlicht "wahr"

[amorphis]

IPTV heading for mass-market status

IPTV is moving rapidly towards mass-market adoption. The involvement of incumbent telecoms operators in most major markets by 2007 (France, Spain, Italy, UK, Germany, Austria and the Netherlands, for example) will provide the marketing, word-of-mouth and - for the many conservative-minded television viewers yet to switch to digital TV - the credibility that could boost the market for all IPTV providers.

Several early IPTV deployments are now reaching subscriber figures where they must be taken seriously, including Telefonica in Spain, which has over 200,000 subscribers for its Imagenio television service (launched commercially November 2004). The Spanish company is predicting one million customers by 2008. France Telecom (launched December 2003) doubled its customer count during 2005, ending the year with 200,000 subscribers for its MaLigne TV service too.

The pace of deployment is accelerating: Telekom Austria launched its aonDigitalTV video-over-DSL service in Vienna in March 2006 and KPN in the Netherlands is preparing for a second quarter (2006) commercial launch. Deutsche Telekom is hoping to roll out its 100 channel broadcast TV (including HDTV) and VOD service late summer 2006 and BT has scheduled late summer/autumn for its hybrid DSL/DTT offering.

Competition is also increasing. Utility companies continue to launch television services but the main rivals to the big telcos are alternative broadband providers using Local Loop Unbundling (LLU). The second half of 2006 and 2007 will also see the expansion of incumbent telcos into territories outside their domestic markets - where necessary using LLU to compete with their peers on ‘leased’ networks.

France Telecom has already announced that it will launch IPTV in Spain, the UK and Poland this year, followed by the Netherlands (not to mention Mauritius, Senegal and the Ivory Coast). Meanwhile Telecom Italia - through its subsidiary HanseNet - is adding television to its existing telephone and DSL services in Germany, starting in Hamburg. Telecom Italia also launched television services in France (via Telecom Italia France’s AliceBox triple-play service) in January. Meanwhile, Deutsche Telekom subsidiary T-Online is taking IPTV to Hungary, with a planned commercial roll-out of TV-over-DSL in Budapest and other major cities later this year.

And to add further spice to this market, existing Pay TV operators from the satellite and cable world are buying into DSL. BSkyB bought UK DSL network provider Easynet in January (2006) to give itself a two-way network and exploit the “exciting opportunities that now exist to combine quality entertainment with significant high-speed connections.” Europe’s largest satellite TV provider has told investors that it intends to introduce IPTV some time after 2007. Meanwhile, UPC Austria (part of the pan-European UPC group owned by Liberty Global) has agreed to acquire the Austrian xDSL provider Inode - so establishing a national footprint, initially for high-speed data and voice.

All this activity is underpinned by network upgrades across the continent, with BT in the UK now committed to delivering ADSL speeds up 8Mbps from 5,300 telephone exchanges in the UK - putting broadband in reach of 99.6 per cent of the country. France Telecom and Telefonica, among others, are using ADSL2+ and Deutsche Telekom will deploy television services exclusively on VDSL, using the 50Mbps fibre/copper network being built by its fixed network infrastructure division, T-Com. T-Com expects VDSL in 40 cities by the end of 2007, putting 11 million homes within reach of the planned IPTV service.

So with high-speed networks available and expanding their reach, multiple service launches and growing subscriber figures, the big questions are how much market share IPTV providers can take from satellite and cable, and whether they can make money - if indeed, video revenues are their real motive rather than simply reducing churn on voice/data customers. Are there digital TV newcomers who will choose IPTV ahead of digital terrestrial - and are these the customers IPTV providers want? And can companies differentiate their services sufficiently from cable and satellite to tempt existing Pay TV subscribers away from them?

These are among the many topics that will be discussed at the IPTV World Forum 2007 in London - the No.1 conference/exhibition for the IPTV community. You can read more about the 2007 conference theme elsewhere on this site.

IPTV WORLD FORUM 2007

Now in its third year, IPTV World Forum is established as the most important IPTV conference and exhibition. We continue to use our close contacts with IP video providers worldwide to create a market-leading conference programme that draws upon the experiences of key executives and engineers who have been directly involved in shaping and deploying IPTV services. This is combined with a lively and fast-growing exhibition and extensive networking opportunities to ensure that IPTV World Forum is an acknowledged gathering place for the IPTV community each spring.

IPTV World Forum 2007 provides a chance to assess the lessons learned from video-over-DSL and FTTH deployments in the preceding 18 months. With incumbent telcos like BT and Deutsche Telekom preparing to deploy during 2006, and an increasing number of ISPs using Local Loop Unbundling to offer competitive services, the conference will assess the impact of new services, the business models used, marketing strategies and the many technology issues that determine the service offer and IPTV economics.

By 2007, it will be clear what impact telecoms giants like France Telecom and Telefonica are having in the Pay TV market and what effect their video offers have had in terms of reducing customer churn and cementing relationships with voice/data subscribers. With some business analysts suggesting national telcos should retreat from the video business as fast as they got into it, a key theme for IPTV World Forum 2007 is whether telco TV is working.

So for 2007, we will be assessing the motives of incumbent telcos, utility providers and ISPs and asking whether their business objectives are being met, at what cost, and whether IPTV looks sustainable in the face of content-rich satellite operators, modernising cable companies and increasingly successful free-to-air and Pay TV digital terrestrial platforms.

IPTV World Forum 2007 will consider the threats and opportunities facing new video providers - including the emergence of ‘over-the-top’ video services from Internet-based content aggregators/downloaders like Google TV and Apple iTunes. The conference will look at how incumbent telcos in particular handle their relationships with these companies - including how they can partner with them, seek to obstruct them, or beat them at their own game.

The conference will focus heavily on how IPTV operators differentiate themselves in an increasingly crowded television marketplace. We will look at integrated voice/data/video services, assess the full potential of IMS (Integrated Multimedia Subsystems) and look at how some telcos are seeking to put each consumer at the heart of their own, personalised video universe that stretches beyond the home to their mobile devices and remote Internet connections.

We will assess service strategies including how HDTV can be monetised most effectively, and how PVR, network PVR and Video on Demand can be harnessed to provide seamless on-demand experiences. The conference will examine how operators can link live broadcast TV with on-demand TV and on-demand/interactive advertising, and how interactive applications can be exploited to increase customer satisfaction and revenues.

Network economics (including technology developments in content distribution, headends and backbone/last mile networks) will be assessed. The conference will also consider home networking strategies, including the best way to move video around homes - and how the video experience can be extended to portable devices. Customer Premise Equipment and Digital Rights Management technology and strategies will be assessed.

Content strategies are another important subject that will be covered at IPTV World Forum 2007 - including availability, pricing, bundling, up selling, loss-leading and promotions. The conference will look at what type of content is working on IP networks today, and what kind of content can help drive ambitions for whole-home and mobile video experiences. We will assess locally created IPTV content and assess whether telcos should make content king - or focus on building services (like home networks) that lock customers in. T

This conference will also reflect the fact that IPTV roll-outs are ongoing and will look at major IPTV deployments during late 2006 and 2007. In particular, we will be assessing what impact deployments by major incumbent operators are having outside of their home markets.

[amorphis]

Tuesday's edition of Investor's Business Daily is up now on the IBD website, and there are 2 articles of interest to SIGM shareholders:

1. Motorola Acquisitions Target Two Key Areas

Motorola is set to complete two acquisitions this quarter that will give it more muscle in growing markets: advanced cell phones for business users and Internet video. The company says both areas are hot markets for growth.

Motorola (MOT) closed 2006 by inking a pact to pay $39 million for Tut Systems, (TUTS) which offers video technology that cable and phone companies can use for Internet-based television, or IPTV. The technology lets phone companies offer TV service and helps cable firms use their networks more efficiently for video on demand and high-definition channels.

Acquiring Tut Systems will help Motorola get more business from Verizon, (VZ) AT&T (T) and a host of phone companies scrambling to offer TV service. Motorola already provides network gear and set-top boxes to cable companies. Cable companies are eyeing IPTV to offer interactive advertising and shopping, networked digital video recorders, long-distance education and video phone calls. IPTV also lets cable firms add channels and high-def. Satellite TV firms need IPTV to offer video on demand. In Britain, News Corp.'s (NWS) BSkyB is using IPTV to offer video on demand.

The market for IPTV subscriptions is small but growing fast. IPTV is less common in the U.S. than in Europe and Asia, where phone companies are the dominant broadband providers. ABI Research estimates that the number of IPTV subscribers worldwide will jump to 98 million in 2012 from 5.6 million in 2006. It sees U.S. subscriptions rising to nearly 20 million from 540,000.
***************************************************** ***********

Since MOT set top boxes are powered by SIGM, the more IPTV business MOT does, the better it is for SIGM.

2. All Roads Lead Home For Tech Firms

At CES, the goal was to show crowds what home entertainment will be like when living room TV sets connect with personal computers to display photos, show movies and more. For years, tech gurus have preached of the need to merge computers with TVs so that both devices can share the Internet and entertainment features. The huge CES trade show, which ended Thursday, showed that this vision is becoming reality, thanks to high-speed Internet access and home networking gear. Many tech observers say networks eventually will be all wireless to accommodate the mobile lifestyle.

This all figures to be a hot area in 2007. "An increasing number of tech companies see the market for distribution and control of home entertainment as a growth opportunity," said Stan Bruederle, an analyst with research firm Gartner.

[Pliscon]

Antwort auf Beitrag Nr.: 26.901.474 von amorphis am 14.01.07 01:06:08

Natürlich!

[amorphis]

WINTER_CFA


I highly recommend reading the ITVT Newsletter if you want good periodic summaries of events happening in the world of IPTV (you can register free with no strings attached at www.itvt.com). One of their latest pieces (dated 1/12/07) is a great interview titled, "Microsoft TV's Ed Graczyk Discusses and Defends its Approach to IPTV." Here are some excerpts of interest (the article is just too long to completely cut and paste):



We've recently experienced a lot of momentum on the IPTV front. To start with, on October 17th, T-Com, which is the broadband piece of Germany's Deutsche Telekom, announced the commercial launch of T-Home, their full triple-play service…offering over 100 free and pay-TV channels, including all the mainstream German programmers, such as ARD, ZDF, RTO, and Pro.Sieben.Sat1, as well as programmers like the History Channel, Planet TV and Gusto TV. It also includes all the Premiere German soccer channels. The T-Com IPTV service also includes VOD, and in fact is the only VOD service in Germany today to feature blockbuster movies produced by major studios like Universal, Dreamworks, 20th Century Fox, MGM, Paramount, Warner and Sony. It also offers HDTV and DVR. It uses Cisco KiSS-series set-top boxes, branded as the T-Home X300T Media Receiver, and it's launched to date in 10 major German cities. I believe they're the largest of any of the telco or cable service providers in Europe. So they are our largest customer in Europe and our second-largest customer overall, after AT&T.
Then, on November 1st, Swisscom announced the commercial launch of Bluewin TV, which is delivering various innovative TV services using IPTV Edition. Bluewin TV is part of Swisscom's new integrated service offerings and a move towards its "Triple Screen" vision, which will ultimately enable users to view programming on a television set, laptop/PC and mobile phone. The monthly fee for the basic offering, Bluewin TV Plus, is CHF 29. This includes a wide range of TV and radio programming and a selectable language package--so German, French or Italian. The Bluewin TV set-top box provides customers with over 100 hours of recording capacity, and the service lets users search for programs, as well as record or pause a program during transmission at the touch of a button. It also supports remote recording via mobile phone or the Internet.
More recently, on December 4th, BT announced the commercial launch of BT Vision, its new television and entertainment service. BT Vision uses IPTV Edition and an advanced Philips set-top box to deliver a next-generation digital television service to BT Total Broadband customers across the UK. BT Vision offers a huge variety of content combined with innovative advanced television services. The content is designed to suit a range of tastes, and is sourced from some of the world's biggest entertainment industry names, including Disney, Sony BMG, Universal, DreamWorks, National Geographic, Viacom and the BBC, as well as from independent programmers. The service also offers interactive services like games and access to the phonebook via the TV; and, starting this summer, it will offer "near-live" on-demand Premiership soccer coverage.

[Pliscon]

Antwort auf Beitrag Nr.: 26.664.993 von overview am 03.01.07 22:09:10

Update für das Kleine Börsenspiel, welches mir Overview angeboten hatte!


Im Moment liegen meine Werte aber viel besser als die Werte von dir bzw Amorphis!


http://www.comdirect.de/index.html?gourl=https%3a%2f%2fisht.…

Meine Werte:
Solarparc + 10,18 %

Tokuyama + 12,26 %

Viropharma + 8,42 %

Overviews(bzw Amorphis Empfehlungen)
November AG -8,16 %

Siga + 0,47 %

Sigma +1,47 %

[maccy1]

Antwort auf Beitrag Nr.: 26.940.008 von amorphis am 15.01.07 19:18:50

Ähnliches über IPTV bekam man auf der CES in Las Vegas auch von Microsoft-Managern zu hören - allerdings nur hinter vorgehaltener Hand. Der Softwareriese bekennt sich offiziell zu HD DVD und bietet für die Xbox 360 ein externes Laufwerk zum Nachrüsten an. Sony hingegen stattet all seine Playstation-3-Konsolen ab Werk mit Blu-ray aus. HD DVD oder Blu-ray - da sei man ganz undogmatisch, erklärte ein Microsoft-Manager, die Zukunft liege ohnehin bei IPTV. Zufall oder nicht: Auf der CES gab Microsoft bekannt, dass die Xbox 360 bald um eine IPTV-Funktion erweitert wird.

Auch Apple setzt bei seiner Fernsehbox iTV ganz auf IPTV

[amorphis]

fortsetzung von #2427:

MSFT on ITVT - 2 (2 Ratings) 15-Jan-07 01:17 pm
I should also add that we recently announced our 15th and 16th customers: WIND, a service provider in Italy, and SingTel, which is Southeast Asia's largest telecommunications operator, and which happens to be Microsoft TV's second IPTV Edition customer in Asia. Both the WIND and SingTel sales were made through our Alcatel reseller channel, by the way.
Aside from the ones I just mentioned, we have AT&T, of course, which has commercially deployed IPTV in 11 markets in California, Connecticut, Indiana and Texas.
Club Internet, which is a subsidiary of T-Com in France, launched a couple of months ago. They have a full-fledged IPTV service that's available throughout France. They're marketing it very aggressively: they have points-of-presence--experience centers, you might call them--in around 150 retailers across France. So in the big hyper-marchés and department stores--companies like Carrefour and Fnac and so on. So they're going full-bore.
Telecom Italia is currently in trial with us. I can't say much beyond what they've talked about publicly and what we've reiterated for the past several months, which is that they're on a path towards commercial launch. But stay tuned for more details on that.
I think actually all our customers are moving quickly. People shouldn't assume, just because one customer was announced earlier or later than another, that we started working with that customer at the time we made the announcement. There are different factors that affect when a customer decides to go public with their plan. So even though Deutsche Telekom was announced in March, we'd been working with them for a long time. They were part of our early-adopter program, just like Swisscom and AT&T and the others.
We also have a commercial agreement with Denmark's TDC. They haven't announced publicly their plans for deployment, but that's in the works. You'll hear more about them when they feel the time is right.
As a result of our partnership with Alcatel, we have SingTel, WIND, TDC Denmark, Slovak Telekom, Telkom South Africa, and Spain's YA.com. So, out of our 16 customers worldwide, six came to us through the Alcatel relationship.
BellSouth is one of our trial customers and ultimately they will in all likelihood become a commercial customer of ours, under our agreement with AT&T.
Verizon recently reported that FiOS TV is now in 200 cities. They recently announced that they had gotten over 100,000 TV subscribers. As you know, that deployment isn't based on our IPTV platform, but on a customized version of our Foundation Edition cable platform. So they're currently rolling out QAM/RF TV. They've actually had quite good success with that--a really good user response. But clearly they're following a much different technology strategy and networking strategy than the other telcos are, in that they're deploying on fiber-to-the-premises and going the route of RF QAM broadcasts for video delivery. Verizon's talked publicly about their belief that they'll move to an IPTV platform in the future, but our agreement with them is for the Foundation Edition.

The footprint for our IPTV Edition is still small numbers, because these deployments have just started. Most of our IPTV customers are in the thousands, but moving toward the 10,000-units-deployed mark. But with any of these deployments, you'll see the ramp-up hockey stick before too long.
In general, I think there's lots of interest in IPTV from cable. There's actually lots of interest from a bunch of other kinds of industries--from enterprises, to educational companies for distance learning, to hospitality. We get a lot of what I would call "off-strategy" expressions of interest in our IPTV technology from these companies. But we're trying to stay focused on where we can have the biggest impact on the marketplace in the shortest period of time. So that's companies like AT&T and Deutsche Telekom that are making these big commitments to roll out IPTV on a massive scale. But cable is definitely very interested in the idea of IPTV, and they see it as the direction that they'll move in, as an industry, in the future. They've been talking for a long time about wanting to deliver all their services over a single, converged network--about having all their services be IP-based, as opposed to the combination of different technologies they use today. But the cable industry made the move to digital many years ago, and they chose the best technology available at the time. So that means they have a huge investment--in this country, a hundred-billion-dollar investment--in infrastructure and technology, much of which would have to be upgraded or swapped out to move to IPTV.
A key competitive advantage of Microsoft TV IPTV Edition is that it is an end-to-end IPTV delivery software platform designed from the ground up as a complete, integrated, and carrier-grade solution. We believe that this approach allows us to create a superior user experience and enables an accelerated pace of development. We believe achieving a better TV experience will give operators great leverage in convincing consumers to switch their existing pay TV service with an IPTV service. Our customers are competing with well-entrenched pay TV providers that already offer a great service, and just offering a me-too experience is not enough. It's exactly this end-to-end integration and superior consumer experience that sets IPTV Edition above the rest, and it's why the world's leading telecom providers have chosen it as their IPTV software platform.
IPTV Edition is built on open standards and is designed to enable service providers to build and deliver next-generation TV services using solutions from a wide variety of vendors of their choosing--from chipsets and set-top boxes, to encoding systems, servers, OSS/BSS systems, content providers, application developers and more. IPTV Edition is in fact more open than many competitive digital TV solutions in the market today.

The most convincing evidence of Microsoft IPTV Edition's scalability is actually in the field, where the platform has been commercially deployed by five major telecommunications operators around the world--AT&T in the US, BT in the UK, T-Online France, Deutsche Telekom in Germany and Swisscom in Switzerland.
In October, at the Broadband World Forum in Paris, we announced with a number of partners the availability of what are, essentially, second-generation IPTV set-top boxes. As you mentioned, these are based on SoC technology--from chipmakers like Sigma Designs and ST Microelectronics. What the SoC does is chip-based video decoding in three codecs: MPEG-2, MPEG-4, and VC-1. Now in the first-generation IP set-tops that you see used in the early AT&T deployments, for example, the video was just decoded in the set-top box, not on the chipset itself. One of the huge benefits of the SoC architecture is that it enables multistream, multi-codec decoding in hardware. So you can have a very low-cost set-top box that enables two, three or four--in fact, I've seen up to 16--simultaneous streams of video to be decoded at once. So, if you look at AT&T's more recent deployments, where you've got DVR with the ability to watch one show and record three others at the same time, that's enabled by SoC technology. In a cable or satellite environment, you'd have to have four different tuners in that set-top box to enable that kind of functionality.
All of our customers are rolling out these boxes. The boxes are now commercially available from Cisco, Motorola, Phillips and Tatung, and our customers are using them across-the-board, in order to go into their scaled-deployment mode. I'm not aware of any customer that's not planning to use the SoC set-tops, simply because they provide more capability at lower cost.
The whole industry's been waiting for SoC, so that they can roll out these services at scale, and enable things like cost-effective HDTV delivery. We, of course, have been doing HDTV on our software platform for a long time: I'm sure you can think back to demos you saw three years ago of Microsoft TV delivering HD content. The difference was that the set-top boxes on which those demos ran were much more expensive, because the decoding was done in software, as opposed to on the chipset. You had to have a heftier box with a faster processor and more memory. But now, when you use these SoC chipsets in the set-tops, you can offload all of that decoding onto the chipset. So you've got, effectively, a multistream HD DVR set-top box in the $150 to $200 price range, and with a much smaller form factor. Cable or satellite set-top boxes with the same functionality are much more expensive.

As for future versions of IPTV Edition: they will support next generation connected entertainment, information and communications services.

Every single customer of ours is rolling out VOD, and they all have these VOD storefronts enabled. And remember that, even if you're not doing content-provider-branded storefronts, our platform still offers a rich VOD interface that allows you to do things like poster art and different color schemes that appear as the customer navigates through your VOD offerings.

[amorphis]

noch ein gutes post von winter...

Apple's DMA isn't wowing anyone: (4 Ratings) 15-Jan-07 09:05 am
"Pentium M-based Intel chip at heart of Apple TV"

http://www.appleinsider.com/article.php?...

"Pop the lid off an Apple TV, the new wireless streaming media device from Apple, Inc., and you'll find that it's built around an aging Pentium M-based Intel processor and other yesteryear notebook technologies."

"According to those familiar with the component makeup of Apple TV, it utilizes a 1.0GHz Pentium M-based chip (code-named "Crofton"), which has been under-clocked to run on a 350MHz bus. The chip is based on Intel's pre-Core Duo "Dothan" core and includes 2MB of L2 cache.

Aiding the Pentium M in video decoding are a nVidia G72M with 64MB DDR2 video memory (essentially the GeForce Go 7400) and 256MB of 400MHz DDR2 main system memory, the latter of which is reportedly soldered to the logic board."

"The sole purpose of the device is to act as a set-top box that will stream audio and video content from up to five iTunes libraries to a enhanced-definition or high-definition widescreen TV."


"Apple TV | A load of hype for nothing"

http://www.pvrwire.com/2007/01/14/apple-...

"What came out of Macworld was not the impressive revolutionary device that was expected. Rather all that came out was an inferior media extender that allowed you to watch iTunes videos on your TV."

"Take a look at the NetGear EVA700 to see what a decent media extender can do. Many existing Apple TV alternatives already out-compete the Apple TV in functionality.

That's not even mentioning the new media extenders in the pipeline including the NetGear EVA800, the Xbox 360 IPTV and the MediaGate media extenders."

"Yes, the Apple TV is very restricted only supporting .264 and MPEG-4. It does not support Xvid, DivX or WMV. In my opinion this is extremely restrictive meaning you'll need to do a lot of converting of video to watch everything through your Apple TV device."


"NetGear CEO On His Entertainer HD Box (and Why It's Better than Apple's)"

http://networking.seekingalpha.com/artic...

"You will not be surprised to learn that Lo thinks his $349 Home Entertainer HD box is a lot better than the $299 Apple TV box.

“It’s a very different box,” Lo told me, while we say in a tiny conference room in NetGear’s booth in the South Hall of the Las Vegas Convention Center, a couple of tall unicycles weirdly sitting on the ground just outside the room’s flimsy door. “Apple’s box is very Apple-ish. They don’t support the Windows environment. We support Windows DRM. Resolution is full 1080p for us, only 720p for them. We support DVR functionality. We support “follow me” mode [which allows you to start watching something in one room, than finish in another.] We are higher end, and more broad based. There’s is more an Apple-only set-top box. At Macworld, he spent 90% of his time on the iPhone. He knows he has an inferior product."

"I asked Lo whether consumers were going to be able to handle to complicated networking involved in setting up the new Netgear box. He says the company is aware of those concerns, and will partner with Best Buy’s (BBY) Geek Squad and similar installation services at other consumer electronics retailers."


Let the DMA wars begin.

[amorphis]

BR WINS!
http://www.digitalworldtokyo.com/2006/10/ceatec_sony_unveils…

und...

http://news.digitaltrends.com/article11337.html

greez

[amorphis]

http://www.efytimes.com/fullnewsp.asp?edid=16786
OMRON Launches Third Polymeric Antenna
EFY News Network
(Tuesday, January 16, 2007 2:08:02 PM)


The WXA-N2SL antenna suppresses out-of-band noise by 50 per cent or more.

Tuesday, January 16, 2007: OMRON Corporation has launched a new surface-mounting polymeric antenna, WXA-N2SL, the third model in its lineup of polymeric antennas for UWB communications. In anticipation of the first wave of UWB-enabled consumer electronics, which will function exclusively in the WiMedia Alliance UWB BandGroup (BG1 3.1-4.9 GHz) frequency band, the new antenna is optimised specifically for this bandwidth.
"Wireless high-definition A/V streaming is a real-time application that requires high-performance radio and antenna to seamlessly deliver content without interference over an extended range," said Hung Nguyen, general manager and vice president, wireless products division, Sigma Designs.

He added, "To that end, OMRON's WXA-N2SL antennas are designed to offer the ability to leverage Sigma Designs' Intelligent Array Radio Technology with multiple radios. Radio and antenna choices are critical factors that determine the robustness of the end product."

The antenna's ability to suppress out-of-band noise by 50 per cent or more enables high-quality communications between wireless USB dongles, hubs, personal computers, mobile equipment and digital home appliances even under adverse, noisy real-world conditions.

The first WiMedia Alliance-certified UWB products are expected to operate in the 3.1 GHz to 4.9 GHz frequency range. Until now, a separate filter circuit was required to suppress interference from other electronic appliances and unwanted radiation outside the UWB range. However, the WXA-N2SL has been developed with a 'filter-assist' function allowing it to independently suppress this out-of-band noise.

The OMRON WXA-N2SL antenna was successfully demonstrated with Sigma Design's Windeo reference boards in a private suite at CES 2007. The WXA-N2SL antenna has been selected for use in California-based UWB chipset vendor Sigma Designs' Windeo UWB Chipset with Intelligent Array Radio. The WXA-N2SL antenna will be manufactured at OMRON's Kusatsu Factory in Shiga prefecture, Japan.

[amorphis]

http://ce.seekingalpha.com/article/24043

[amorphis]

die ces war mal wieder der "hammer" für sigm...würd sagen...an sigm kommt NIEMAND vorbei...

AP
Video Emerges As Key to Cisco's Growth
Monday January 15, 1:23 pm ET
By Jordan Robertson, AP Technology Writer
Video Emerges As Key to Growth for Cisco, Alcatel-Lucent, Juniper Networks, Redback Networks

SAN JOSE, Calif. (AP) -- So far, when it comes to making money, the online video explosion is mostly about potential. Studios selling TV shows and movies for download, and Web sites like YouTube that link ads to user-generated content, stand to reap billions from the Internet's hottest trend.

But a select group of companies whose products exist largely outside the public view are already profiting handsomely. Led by industry powerhouse Cisco Systems Inc., the network equipment makers are seeing their gear snapped up by service providers who must upgrade their networks to accommodate surging Internet traffic and booming broadband demand.

"Cisco would like to see video delivered to every device everywhere," said Zeus Kerravala, a network infrastructure analyst with Yankee Group. "If you're looking to something to create the next wave of network upgrades, video is front and center. It drives bandwidth like we've never seen before."

Video consumes thousands of times the network space of e-mail messages, and demand is growing so fast that it's poised to overtake peer-to-peer file sharing as the dominant form of Internet traffic.

But online video -- which is projected to grow from $1.3 billion in revenue last year to more than $7 billion by 2010, according to the market research firm Parks Associates -- isn't yet the profit machine the online community envisions. Companies are still grappling with how to generate reliable revenue from content that is largely free and often littered with copyright-infringement land mines.

That's a rich opportunity for Cisco, Alcatel-Lucent, Juniper Networks Inc. and Redback Networks Inc., companies that build the Internet's infrastructure.

Their products -- routers and switches that direct traffic over the Internet and other networks -- help the cable companies and telecoms manage the growing traffic load and intelligently direct massive amounts of data.

The end result for the consumer: faster downloads, higher video quality, and the ability to eventually upgrade to Internet Protocol Television, or IPTV -- TV delivered over a broadband connection.

Millions of broadband customers in the U.S. already get their telephone service through Voice over Internet Protocol, or VoIP, and IPTV is being hailed as the Next Big Thing in video delivery to the home.

For the service providers, IPTV is a crucial component in their fight to deliver the so-called "triple play," or the commercial bundling of data, voice and video over a single network connection.

Companies like Comcast Corp., the nation's largest cable operator, and others have already begun rolling out their own versions of the service.

Charlie Giancarlo, Cisco senior vice president and chief development officer, said the push also is forcing Cisco to change the way its products are built to deliver high-quality video, which puts more strain on the network than voice or data transmissions.

"It's a big challenge for us," Giancarlo said. "It's not just that they want more of the same thing. What they want are things that change the nature of our product in multiple ways."

Worldwide broadband proliferation is also helping fuel the demand for more sophisticated networking gear.

An estimated 210 million people have broadband subscriptions worldwide, and some 40 to 50 million new subscribers are expected to sign on each year, according to networking and telecommunications industry researcher Dell'Oro Group.

The increased traffic, coupled with video's huge bandwidth requirements, create a lucrative opportunity for the networking companies, which have profited from the booming sales of their routers and switches to service providers.

In 2006, the market for service provider routers was $5.5 billion, a 26 percent increase over the year before and continued several years of double-digit growth, according to Dell'Oro Group.

Carrier Ethernet switches had a $2.1 billion market, a 33 percent increase from the previous year.

Cisco is the far-and-away leader in both markets, commanding more than a 50 percent market share in each category.

Cisco has posted admirable profits in recent quarters -- including a 28 percent gain in the most recently reported period -- and Wall Street has cheered the company's performance.

Cisco shares are up nearly 50 percent from a year ago, which has translated into about $56 billion in additional shareholder wealth.

Financial analysts said they are optimistic the company can keep up its impressive pace. On average, they expect Cisco's annual revenue to grow 20 percent in the current fiscal year to about $34 billion.

"This is going to be a multiyear phenomenon -- right now you've got the YouTubes and the consumer applications sucking up capacity on the networks, and we haven't even had IPTV deployments in any significance yet," said Troy Jensen, senior research analyst with investment bank Piper Jaffray & Co. "But once this couple-year investment cycle winds down, it could potentially be tough times again."

Cisco's competitors have also seen strong growth in similar areas even as their overall financial health in some cases suffered.

Some industry observers said they are still puzzled how content providers plan to make money off so-called "over-the-top" Internet video like that on San Bruno-based YouTube, which was streaming more than 100 million videos a day but had not yet turned a profit in its short history when it was acquired by online search leader Google Inc.

IPTV, on the other hand, involves TV delivery over a closed network infrastructure for a fee and is viewed as a much more lucrative arena.

"The core customers, the service providers, are having a difficult time figuring out what to do with over-the-top video," said Sam Wilson, a communications equipment analyst with JMP Securities. "They'd love to not have it at all; it's competition. But the government wouldn't like that. So companies like Cisco are benefiting from the carriers having to carry it, and carry it in a responsible manner."

[amorphis]

das hört sich doch gut an!!!!

"This is going to be a multiyear phenomenon -- right now you've got the YouTubes and the consumer applications sucking up capacity on the networks, and we haven't even had IPTV deployments in any significance yet," said Troy Jensen, senior research analyst with investment bank Piper Jaffray & Co. "But once this couple-year investment cycle winds down, it could potentially be tough times again."

Cisco's competitors have also seen strong growth in similar areas even as their overall financial health in some cases suffered.

Some industry observers said they are still puzzled how content providers plan to make money off so-called "over-the-top" Internet video like that on San Bruno-based YouTube, which was streaming more than 100 million videos a day but had not yet turned a profit in its short history when it was acquired by online search leader Google Inc.

IPTV, on the other hand, involves TV delivery over a closed network infrastructure for a fee and is viewed as a much more lucrative arena.

"The core customers, the service providers, are having a difficult time figuring out what to do with over-the-top video," said Sam Wilson, a communications equipment analyst with JMP Securities. "They'd love to not have it at all; it's competition. But the government wouldn't like that. So companies like Cisco are benefiting from the carriers having to carry it, and carry it in a responsible manner."

[amorphis]

WINTER_CFA

A win here with Cisco's new DMP: (3 Ratings) 28 minutes ago
"Cisco Extends Business-Class Video with New Digital Signage Solution"

http://newsroom.cisco.com/dlls/2007/prod...

"Cisco Digital Media Player: a small form-factor device that controls playback of the video, graphics and text on digital signage displays. With industry-leading reliability, the Cisco Media Player supports full-screen video or graphical zoning and provides local storage for high availability and automatic failover. The Cisco Media Player offers support for MPEG 1, 2 and 4 in both standard- and high-definition."

http://www.cbronline.com/article_news.as...

"Thomas Wyatt, the company's director and general manager of digital media management, said Cisco will also announce a partnership for a joint go-to-market with Japan's NEC Corp, which is ranked by some analysts as the leader in the display market, though he said the Cisco products will work with any standard LCD or plasma screen.

Cisco is targeting four markets. First is sales and marketing/customer satisfaction, where the displays are aimed at an external public, out of the corporate HQ to transmit sales promotions and may even carry ads from a company's partners to generate additional revenue. Second is the corporate comms space, where displays can target external or internal audiences. Third is training, again for both types of public, and fourth is information-sharing, particularly in the hospitality market, enabling for instance, hotels and convention centers to publish where particular events are being held.

Cisco signaled its intentions in digital signage at the beginning of this month with the acquisition of Tivella, whose Piccolo box has been integrated into the DMP, while its admin server is now part of DSM.

Wyatt said there is no published limit to the number of DMPs connected to a single DMM, but said Cisco already has customers "running hundreds."


The Tivella Piccolo box began life as a EM8500-powered one:

http://www.tivella.com/news/show_news.ph...

"Based on Sigma Designs' EM8500 RealMagic series decoder, Piccolo Media Players models will share the same minimal physical dimensions and less than 1 lbs.in weight. Piccolo players excell in displaying superb quality mpeg1, mpeg2 and mpeg4 pictures, Standard Definition and High Definition."

As previously mentioned here...

http://messages.finance.yahoo.com/Busine...

...and now updated here...

http://www.freescale.com/files/ftf_2006/...

...this box now has an EM8621L chip in it along with a Freescale chip.


IMO, this win could add at least tens of thousands of chips to SIGM's quarterly totals in the future should Cisco move to the forefront of the rapidly growing digital signage business.

[Pliscon]

Antwort auf Beitrag Nr.: 26.961.346 von amorphis am 16.01.07 17:34:35

Sigma heute wieder mal im Minus!

[hahel]

Hey Pliscon, wir rechnen nicht in Tagen sondern in Monaten, wer mit 125-175% (steuerfrei) im plus liegt kümmert es wenig wenns mal etwas runter geht.

[amorphis]

http://www.japancorp.net/Article.Asp?Art_ID=13985

[SokratesNOW]

Antwort auf Beitrag Nr.: 26.947.046 von amorphis am 16.01.07 03:00:26

Welche Vorteile nennt denn diese Nachricht für SIGMA DESIGN?

[amorphis]

scheinen ja gut anzukommen...die produkte in denen sigm steckt...

Press Release Source: NETGEAR(R), Inc.

NETGEAR Digital Entertainer HD Awarded 'Best of CES' Award by LAPTOP Magazine
Tuesday January 16, 8:30 am ET
Digital Entertainer HD (EVA8000), Selected as the Best Product in the 'Wi-Fi' Category, Recognized for Wide Range of Capabilities, Ease of Use, and Embodying Innovation and Inspiration

SANTA CLARA, Calif., Jan. 16 /PRNewswire-FirstCall/ -- NETGEAR®, Inc. (Nasdaq: NTGR - News), a worldwide provider of technologically advanced, branded networking products, today announced that the NETGEAR Digital Entertainer HD (EVA8000) has received the Best of CES Award from the editors of LAPTOP Magazine. According to LAPTOP Magazine, the Best of CES Award, which honors products that embody innovation and inspiration, was awarded to the Digital Entertainer HD as the best product in the Wi-Fi category.


"What makes the EVA8000 stand out from the pack is its easy, searchable user interface," stated LAPTOP Magazine in its Best of CES winners announcement. "You have full access to your PC, including the ability to search for the exact YouTube video you want, right on your computer screen. The market is full of similar products, but at first glance, this one stood out for its wide range of capabilities and ease of use."

"The receipt of LAPTOP Magazine's 2007 Best of CES Award for the Digital Entertainer HD is very exciting for us and truly validates our dedication to delivering a best-in-class user experience that enable consumers to easily search and enjoy the world of content that is available somewhere but hard to find and play from the TV," stated Vivek Pathela, NETGEAR's vice president of product marketing. "The innovative Digital Entertainer HD changes the way that consumers can enjoy the vast amounts of digital content stored on computers throughout the home, from a world of content available through the Internet, as well as from broadcast TV. By automatically discovering, tagging, organizing, and delivering a variety of digital content directly to the television including up to 1080p format direct to an HDTV via the built-in HDMI interface, the Digital Entertainer HD will create a paradigm shift by giving consumers a more enjoyable experience in front of their TV."

The recognition of the Digital Entertainer HD in the LAPTOP Best of CES Award program brings the number of awards garnered by NETGEAR at the 2007 Consumer Electronics Show to seven including:

-- LAPTOP Best of CES - Wi-Fi Category - Digital Entertainer HD (EVA8000)

-- CNET Best of CES Finalist - Home Video Category - Digital Entertainer
HD (EVA8000)

-- CES Innovations Award - Dual-Mode Cordless Phone with Skype (SPH200D)

-- CES Innovations Award - Storage Central Turbo (SC101T)

-- CES Innovations Award - RangeMax NEXT Wireless-N Router Gigabit Edition
(WNR854T)

-- CES Innovations Award - Powerline HD Ethernet Adapter Kit (HDXB101)

-- CES Innovations Award - Skype Wi-Fi Phone (SPH101)

[amorphis]

Antwort auf Beitrag Nr.: 26.970.634 von SokratesNOW am 17.01.07 00:48:22

wie welche vorteile?verstehe deine frage nicht...was ein uwb-chipset ist weißt du sicher...

[Pliscon]

Antwort auf Beitrag Nr.: 26.970.753 von amorphis am 17.01.07 00:59:44

Ich verstehe seine Frage!


Also nochmal! Erkläre uns bitte welchen Vorteil Sigma an dieser Nachricht haben soll!

[amorphis]

Antwort auf Beitrag Nr.: 26.973.177 von Pliscon am 17.01.07 06:27:09

dir...erkläre ich schonmal gar nix!übersetz dir das ganze...kram dein englisch/deutsch büchlein hervor und grübel selbst drüber nach...kannst mir ja deine lösung präsentieren...würd mir dann die freiheit rausnehmen ob du richtig liegst oder nicht. ich weiß es ja...was das zu bedeuten hat.

kleiner hinweis an dich...auch wenn ich den schon gegeben habe...das stichwort lautet "UWB" und "drahtlos"...viel erfolg beim sinne schärfen.

[overview]

Antwort auf Beitrag Nr.: 26.970.634 von SokratesNOW am 17.01.07 00:48:22

@sokratesNow

Zitat aus dem link, zu dem Du die Frage gestellt hast:

UWB communications provide a convenient means of rapidly transmitting large volumes of data over short distances with low power consumption. As a result, this technology has attracted considerable attention as a solution to meet growing consumer demand for wireless integration of multiple entertainment devices in the home.
The WXA-N2SL antenna has been selected for use in California-based UWB chipset vendor Sigma Designs' Windeo(R) UWB Chipset with Intelligent Array Radio(TM)." Wireless high-definition A/V streaming is a real-time application that requires high performance radio and antenna to seamlessly deliver content without interference over an extended range", said Hung Nguyen, General Manager and Vice President of Sigma Designs' Wireless Products Division. "To that end, OMRON's WXA-N2SL antennas are designed to offer the ability to leverage Sigma Designs' Intelligent Array Radio(TM) Technology[3] with multiple radios.

Deine Frage "nach dem Vorteil für Sigma" möchte ich dahingehend beantworten, daß kabelloses IPTV hohe unterbrechungsfreie Datenübertragungsraten in Echtzeit benötigt - auch in "schmutziger" Funk-Umgebung wie z.B. durch andere Mobiltelefone, Wireless-Lan-Router, DECT-Telefone, etc.
Diese neue Antenne aus Japan erfüllt offensichtlich diese Anforderungen und wird wohl von Sigma für kabellose IPTV-Anwendungen eingesetzt.

Nicht jede Information in diesem Thread muß darauf abzielen, absolute Alleinstellungsmerkmale für Sigma aufzuzählen. Manches wie dieser link aus Japan dient auch einfach nur dem Grundverständnis.
Der eine fragt dann berechtigterweise "normal" nach, andere erliegen halt wieder mit "Augenaufschlag-Smilie" ihrem "Beißzwang" und demonstrieren ihre mangelnde soziale Kompetenz im Umgang mit anderen Menschen ...
Naja, die Verfolgung so auffälliger fixer Ideen hat mit ihrem "stoiberreskem Charakter" einen gerade noch akzeptablen Unterhaltungswert.

[amorphis]

08:18 SIGM Sigma Designs: Design win outside of IPTV - BWS Financial (24.71 )

BWS Financial notes that Cisco (CSCO) announced the Cisco Digital Signage, which incorporates technology from the Tivella acquisition. The firm says the digital signage includes a digital media player that they believe utilizes the 8620 family chipset from SIGM. Firm says this was the chipset family that Tivella was using before being acquired. They think the initial market might be small compared to the 1 mln quarterly run rate that SIGM is currently on, but creates an additional market where SIGM can be used.

[amorphis]

könnte sein das wir hier enthalten sind...wenn ich mehr weiß stelle ich es rein...

Scientific Atlanta Helps Cablecos Meet Set-Top Box Deadline
01/16/2007
Bob Wallace

Scientific Atlanta is now offering a full line of products for cable operators planning to meet the FCC’s July deadline for so-called open set-top boxes to consumers.

Though some cable providers sought a waiver of the ruling, those hopes vanished last week when the FCC denied their filings and maintaining the July deadline in what’s being called the “cablecard ruling” in the video industry.

Scientific Atlanta, a Cisco Systems Inc. company, said it has shipped more than 30 million set-top boxes to date, primarily to cable operators, so it is wasting no time announcing the wares for their customers, which are among the country’s largest providers.

The vendor said a full suite of products is available to cable operators who want to meet the FCC “707” separable security mandate. Such products include the Multi-Stream CableCARD and a range of set-tops, from standard-definition digital-only to dual-tuner high-definition digital video recorders.

The removable security cards handle conditional access to and the encryption of premium cable channels. Cable operators provide separable security modules so that content can be adequately protected.

“Scientific Atlanta is committed to providing the M-Card, network and set-top solutions needed by cable operators for a successful separable security transition,” said Michael Harney, president of subscriber network systems at Scientific Atlanta. “Our CableLabs-qualified M-Card and latest line of CableCARD-enabled set-tops provide the features and security that enable our customers to deliver protected advanced digital cable services.”

Features of the M-Card include: decryption of premium services, single- and multistream hosts; integration by the vendor’s Digital Network Control System; and simultaneous decryption of up to six video streams.

To recap, Comcast Corp. and other cablecos must provide set-top boxes based on CableCard smartcard functionality by an FCC-imposed deadline of July. Comcast had requested a waiver and was denied one last week.

Comcast had sought to offer integrated set-top boxes, which the agency has contended stifle competition and consumer choice. Cable operators must deploy CableCARD-enabled devices, something that hits them hard in the wallet, perhaps resulting in millions of dollars lost from renting proprietary set-top boxes to subscribers.

The FCC’s media bureau did grant Cablevision’s request for a two-year wavier and conditionally granted the waiver request of Bend Cable, a small operator in Bend, Ore.

Scientific Atlanta www.sciatl.com

[amorphis]

January 17, 2007
Atop TV Sets, Basic Black Boxes Face Competition
By BRAD STONE

Adam Gillitt does not hate what is on his TV as much as he dislikes what is attached to it.

Mr. Gillitt, a graphic designer from Alameda, Calif., is exasperated by his high-definition cable box, made by the technology giant Motorola and leased to him by his local cable provider, Comcast. The $10-a-month device, he says, has a poorly designed electronic program guide and responds slowly, or not at all, to commands from the remote control.

“Paying for something this awful hurts,” Mr. Gillitt said.

For many Americans, the cable box — still commonly called the set-top box, though it is now too big to balance on top of increasingly thin TVs — may be the most disappointing piece of technology in their homes. As inventions like TiVo and YouTube alter the way people watch and control video, the traditional box has largely failed to keep up.

Now that is beginning to change.

At the Consumer Electronics Show in Las Vegas last week, makers of set-top boxes exhibited devices with a host of new features: more hard-disk space for storing digitally recorded TV shows, easier-to-navigate program guides, connections to Web sites, DVD burners and video games.

The box manufacturers and the cable operators like Comcast, Cox and Time Warner Cable that they sell to, have an age-old motivation for improving their products: fear. New competitors are flooding into the TV business, including the industry’s rivals in the telephone business, and the computer kingpins Microsoft and Apple.

Consumers can buy those alternatives at regular retail outlets, including the newest high-definition version of TiVo. It sells for $800 (with a $20 monthly fee) and can replace the box that cable and satellite providers lease to customers, instead of merely sitting on top of it and adding to living room clutter.

Cable operators are being forced to play nice with these new entrants. The Federal Communications Commission has set a deadline of July 1 for all cable operators to make their services work with boxes from all third-party manufacturers, and last week it rejected a request from Comcast to extend the deadline.

“Set-top boxes are becoming the central piece of equipment in the home for accessing entertainment and information,” said Joshua Goldman, chief executive of Akimbo, a Silicon Valley start-up trying to bring programming to the TV over the Internet. “Consumers will buy their own device if they feel like they are not getting the services they want from their television operators.”

For decades, the cable industry did not worry much about introducing new features into their typically black set-top boxes. They faced little competition in their local markets and bought their equipment from one of two companies: General Instruments, which was purchased by Motorola in 2000, and Scientific Atlanta, acquired by Cisco Systems in 2005.

Both companies build TV boxes according to the specifications of cable companies, who lease them to customers and then make their money on monthly subscriptions. Because they are essentially giving the boxes away, the industry’s focus, not surprisingly, is on keeping the cost of the equipment low.

But now new players are offering more sophisticated alternatives to cable boxes. Over the last two years, 30 million personal computers have been sold with Media Center software from Microsoft, which enhances video viewing on the PC, making it more like a television. The computers come with a remote control and can pause and fast-forward through video.

Many of those PCs can now replace set-top boxes, thanks to a federal law passed over a decade ago that requires cable operators to sell credit-card-size devices called CableCards. These cards can plug into a Media Center PC, or other consumer electronics appliances like DVD players, allowing them to receive regular cable channels.

Last week, Apple also joined the fray with Apple TV, a slick silver box that connects to the television and displays programs and movies that have been downloaded from iTunes. It goes on sale next month for $299.

The message to cable companies and their equipment vendors is clear: if they want to keep up, they must build a better cable box.

They appear to be listening. At the Las Vegas show, just as many visitors swarmed around Motorola’s new set-top boxes as its latest mobile phones. The company showed a line of new boxes compatible with high-definition TV, with one-third more hard-disk space than its previous models, like the clumsy device Mr. Gillitt has under his TV.

The new boxes are designed to offer greater control over the television. For example, one new feature Motorola is promoting is called “program restart.” If cable customers miss a show by a few minutes and do not record it, they can click a button and get the cable company to retransmit it directly to them, instantly. Time Warner Cable is currently testing the service in San Antonio.

Padmasree Warrior, the chief technology officer of Motorola, said consumers now demand more from their televisions, largely thanks to TiVo, which has forced the cable companies to ask suppliers for more innovative set-top boxes. “Enough people are experienced with time-shifting that there’s a demand that the industry dynamics change,” Ms. Warrior said.

Across the showroom floor, Scientific Atlanta executives agreed that the old featureless TV tuner was quickly becoming a relic. Among its new boxes, the company showed off one called the MCP-100: a silver set-top box with a digital video recorder and one surprising new feature: a slot for DVDs. In addition to getting live TV, the device can play movies and burn programs and movies onto discs. It is now being tested by cable companies.

Scientific Atlanta is also building Internet connections into all its boxes, so consumers can get programming from the Web in addition to the traditional ways, by cable or satellite.

“There’s a growing need for high-quality video that goes right to where it’s supposed to, the television, and not to the PC, where only college kids are looking at it,” said Robert C. McIntryre, Scientific Atlanta’s chief technology officer.

The cable companies and their equipment vendors must adapt to the Internet age quickly, because soon customers will have more choices than ever. Telephone companies like AT&T and Verizon are investing heavily to bury fiber optic cables in most major cities and roll out their own TV offerings.

Because the telephone companies deliver television using Internet standards and typically package it with telephone and Internet service, they say they can offer consumers more choices and control over the viewing experience. AT&T, for example, showed off a set-top box at the Las Vegas show that received four different streams of programming (compared with most new digital cable boxes, which receive only two). That allows a customer to watch a program live while simultaneously recording three others.

One new feature that AT&T was showing, called picture-in-picture browsing, or PIP, lets a TV viewer channel surf on a small screen while continuing to watch another program on the rest of the screen.

AT&T hopes to have its TV service, called uVerse, accessible to 19 million homes by the end of next year. If it can pull it off, it would position AT&T as a serious rival to cable and satellite television providers.

All of these established companies also have to watch out for smaller rivals with their own set-top box innovations. TiVo’s Series3 HD Digital Media Recorder, which went on sale last fall at electronics stores like Best Buy, is CableCard-ready, which means buyers can plug in a card from their local cable operator and use it as a substitute for a cable box.

Another technology start-up at the show, Digeo, exhibited its new Moxi service, a set-top box with digital video recorder that it plans to start selling in the latter half of this year. The Moxi also works with a CableCard and comes with smaller optional “Moxi mates,” which buyers can connect to the other TVs in their homes. Those televisions will then have access to the programming received by and recorded on the primary set-top box.

Digeo’s chief executive, Mike Fidler, said increased competition was ushering in a renaissance in set-top-box design. “Companies can now come in with innovative products that change the consumer experience and bring a whole new level of enjoyment to television,” Mr. Fidler said.


Copyright 2007 The New York Times Company

[Pliscon]

Antwort auf Beitrag Nr.: 26.973.779 von amorphis am 17.01.07 07:15:31

Das heißt, du kannst deine eigenen Meldungen nicht deuten! Du postest einfach Wahllos irgendwelche Texte!


Das wäre ja so, als wenn ich im Intelthread jeden einzelnen Text über Chips reinstelle, inklusive ChioChips und Chipsfrisch!


PS: Nicht nur ich, hatte dich danach gefragt! Du bist dem Board immernoch eine Antwort schuldig!

[Pliscon]

Antwort auf Beitrag Nr.: 26.985.433 von amorphis am 17.01.07 16:45:35

08:18 SIGM Sigma Designs: Design win outside of IPTV - BWS Financial (24.71 )

BWS Financial notes that Cisco (CSCO) announced the Cisco Digital Signage, which incorporates technology from the Tivella acquisition. The firm says the digital signage includes a digital media player that they believe utilizes the 8620 family chipset from SIGM. Firm says this was the chipset family that Tivella was using before being acquired. They think the initial market might be small compared to the 1 mln quarterly run rate that SIGM is currently on, but creates an additional market where SIGM can be used.


Scheint eine schlechte Nachricht zu sein! Sigma ist ja heute wiedermal ins Minus gerutscht!

[amorphis]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[overview]

Antwort auf Beitrag Nr.: 26.993.142 von amorphis am 17.01.07 21:36:36

Selbst wenn man den absoluten Null-Durchblick hat, sollte man doch so schlau sein, mit Hilfe von z.B. http://www.google.de/language_tools?hl=de den groben Inhalt zu erkennen, bevor man in manisch destruktiver Art die völlig falsche Unterstellungen postet.
Aus dem letzten Satz der "schlechten Nachricht" wird dann neues Marktpotential.

Aber Pliscon hat auch aus mehrfachen Peinlichkeiten dieser Art noch immer nichts gelernt. Bestätigt meine Einschätzung über seine "Lernfähigkeit", die Voraussetzung für eine persönliche Weiterentwicklung wäre.

[Pliscon]

Antwort auf Beitrag Nr.: 26.994.815 von overview am 17.01.07 22:50:44

Was macht unser Börsenspiel?

[overview]

Antwort auf Beitrag Nr.: 26.995.380 von Pliscon am 17.01.07 23:46:29

Du meinst das, wo man hier nachlesen kann, wie Du nicht mutig genug warst, für Deine Aktientips Kursziele zu nennen?
Also ich würde sagen, der Abstand verringert sich.
Bin gespannt, wie Deine Kommentare ausfallen, wenn mal ein paar Wochen ins Land gegangen sind.

[Pliscon]

Antwort auf Beitrag Nr.: 26.995.570 von overview am 18.01.07 00:07:18

Ich würde sagen, du (bzw Amorphis) liegst klar hinten!

[amorphis]

Antwort auf Beitrag Nr.: 27.002.993 von Pliscon am 18.01.07 08:39:17

weinen oder lachen....ich kann mich nicht entscheiden!

[amorphis]

Antwort auf Beitrag Nr.: 27.002.993 von Pliscon am 18.01.07 08:39:17

pliscon...wenn du spielen willst...gegen mich...nicht gegen overview...nochmal langsam für dich null-grips-man : ich bin jmd anders. wenn du ein spielchen mit mir willst (du nennst schließlich ständig meinen namen im bezug aufs spiel...) dann meld dich doch beim depot-spiel 2007 von Wan. dann ists ganz offiziell das du der loser der nation bist!

[overview]

Antwort auf Beitrag Nr.: 27.002.993 von Pliscon am 18.01.07 08:39:17

Pliscon: ich würde sagen, Du hast heute noch nicht in "unser" kleines Spieledepot geschaut.
Denn aktuell liegst Du ganz klar hinten!
http://www.comdirect.de/index.html?gourl=https%3a%2f%2fisht.…
Bei aktuellen Trendwert geht noch viel mehr und die beiden anderen Raketen kommen schon auch noch.
Bis dahin lasse ich Dir die Freude, tägliche Wasserstandsmeldungen durchzugeben und die "Kursstürze" von Sigma zu kommentieren.
In der Ruhe liegt die Kraft und in ein paar Monaten werden wir sehen, ob sich jemand nachhaltig vom anderen absetzen konnte.

[overview]

@ Pliscon: falls es Dir heute noch nicht aufgefallen ist: SIGMA "stürzt" wieder mit wahnsinnigen 1,xx % unter minimalsten Umsätzen ins Minus.
Ich hoffe, ich habe Dir durch diese Vorwegnahme nicht Dein allabendliches Vergnügen versaut.

[amorphis]

http://www.abiresearch.com
January 18, 2007 09:39 AM Eastern Time
IPTV Take-up in Mainland China Will Exceed 23 Million Subscribers by 2012, says ABI Research

SINGAPORE--(BUSINESS WIRE)--Technological innovations are rapidly redrawing the Chinese telco landscape. Operators are compelled to diversify in order to thrive in the competitive environment. The November 2006 announcement of Jiangsu Telecom’s network expansion effort to meet subscribers’ demand for IPTV, VOD, and other advanced IP services was just the latest in a similar series of moves to support multi-play service offerings.

According to ABI Research’s broadband research analyst Serene Fong, “More operators than ever are offering multiple services in an attempt to retain customers and to increase revenue. Telecom operators are venturing into the TV industry, while cable operators move into the voice business.”

IPTV is the Chinese government’s platform of choice because it is aligned to its long-term plan of unifying broadband, Internet, and television. Hence the future of the industry continues to be viewed optimistically. More resources will also be allocated to making IPTV a success because it is to play an important role in multimedia communications and upcoming major events in China. According to Fong, “The growth of IPTV will remain modest for now, and take off only after 2008. Adoption will be boosted by major events such as the Beijing Olympics in 2008, and then the 2010 World Expo in Shanghai.”

At the same time, China’s flourishing broadband environment paves the way for IPTV to reach out to the potentially huge addressable market. In a new study, ABI Research forecasts the IPTV take-up in mainland China to pass the 23 million subscriber mark by 2012.

For now, however, IPTV has to cope with certain bottlenecks that have been restricting growth. “While the IPTV service is regarded by the industry as a potential revenue generator, lack of content may prove a short-term barrier to increasing uptake rapidly,” says Fong. “Current program content, which is strictly controlled by media authorities and the government, is not rich enough to attract paying users, and overseas content, which is restricted and difficult to get approval for, does not help alleviate the situation.”

These and other in-depth analyses of the Chinese IPTV environment are contained in a new ABI Research study, “IPTV in China: Analysis of the Chinese IPTV Market, Regulatory Environment, and Growth Potential” (http://www.abiresearch.com/products/market_research/IPTV_in_China), which details operator and vendor activities along with the industry environment and emerging trends. It forms part of the company’s Multi-Channel Video Research Service (http://www.abiresearch.com/products/service/Multi-Channel_Video _Service)(Due to its length, this URL may need to be copied/pasted into your Internet browser's address field. Remove the extra space if one exists.), which also includes other Research Reports, Research Briefs, Market Data, Online Databases, ABI Insights, the ABI Vendor Matrix, and analyst inquiry support.

Founded in 1990 and headquartered in New York, ABI Research maintains global operations supporting annual research programs, intelligence services, and market reports in broadband and multimedia, RFID & contactless, M2M, wireless connectivity, mobile wireless, transportation, and emerging technologies. For information visit www.abiresearch.com, or call +1.516.624.2500

[Pliscon]

Antwort auf Beitrag Nr.: 27.004.646 von overview am 18.01.07 10:14:52

November AG, was ist denn da los? Aber wegen Sigma nicht, die sind heute schon wieder Blutrot!

[overview]

Antwort auf Beitrag Nr.: 27.019.479 von Pliscon am 18.01.07 20:04:32

Beim einen hat der Wind schon angefangen zu blasen, bei den beiden anderen ist es noch Ruhe vor dem Sturm. Da wird noch eingesammelt vor der nächsten Aufwärtswelle. Wirst sehen! Denk doch auch mal positiv.

[Pliscon]

Antwort auf Beitrag Nr.: 27.020.575 von overview am 18.01.07 20:53:47

Es sei dir gegönnt!

Insolvenz abgewendet bei November?

[miristegal]

Antwort auf Beitrag Nr.: 27.020.575 von overview am 18.01.07 20:53:47

wenn ich mir das ganze durch den kopf gehen lasse ,ist der plis gar nicht so dumm , eher raffiniert. der stellt fragen und provoziert, um an wertvolle infos zu kommen,ein typus , den du durch die tür wegschmeist und er durchs fenster wieder da ist.
siehe NOV fragen.

[overview]

Ist HEUTE der Tag, um nochmal aufzustocken?

Hm, was meint ihr?

[overview]

Antwort auf Beitrag Nr.: 27.020.785 von Pliscon am 18.01.07 21:02:53

@pliscon:
Na, wie ist die Lage? http://www.comdirect.de/index.html?gourl=https%3a%2f%2fisht.…

Hast gerade Rakete Nr. 2 verpaßt ...

Steigst Du JETZT bei SIGMA ein ...?

[overview]

Antwort auf Beitrag Nr.: 27.031.293 von overview am 19.01.07 13:49:56

... also wenn Sigma heute im Handelsverlauf nochmal einen "Hänger" hat und ins Minus rutscht, steige ich nochmal ein und vergrößere die Position.

Es geht auf Ende Januar zu, irgendwann im März müßten blendende Zahlen des 4.Q.06 kommen und ein Ausblick auf 2007, der sich vielleicht aufgrund jüngerer Abschlüsse noch verbessert.
So gesehen habe ich keinen Zweifel, daß wir die 30 USD in Bälde sehen, vielleicht werden auch € daraus.

[amorphis]

Form 8-K/A for SIGMA DESIGNS INC

18-Jan-2007

Changes in Registrant's Certfying Accountant, Financial Statements and Exhibi


Item 4.01 Changes in Registrant's Certifying Accountant.

(a) Previous Independent Registered Public Accounting Firm.

On January 3, 2007, Grant Thornton LLP ("Grant Thornton") informed Sigma Designs, Inc. (the "Company") of its resignation as the Company's independent registered public accounting firm effective as of that date.

The Company previously reported in its Form 8-K filed with the Securities and Exchange Commission on September 21, 2006 that the Company's financial statements for the fiscal years ended January 31, 2004, January 29, 2005 and January 28, 2006 should no longer be relied upon. As a result of the September 21, 2006 Form 8-K filing, the report of Grant Thornton on the financial statements of the Company for the fiscal year ended January 28, 2006 and management's report on the effectiveness of internal control over financial reporting as of January 28, 2006 has been withdrawn and should no longer be relied upon. Grant Thornton did not serve as the Company's independent registered public accounting firm for the fiscal years ended January 31, 2004 and January 29, 2005.

During the fiscal year ended January 28, 2006 and through January 3, 2007, there were no disagreements with Grant Thornton of any matter of accounting principles or practices, financial statement disclosure or auditing scope or procedure, which disagreements, if not resolved to the satisfaction of Grant Thornton, would have caused Grant Thornton to make reference thereto in its reports and there were no reportable events (as outlined in Regulation S-K Item 304(a)(1)(v)), except for the following:

In Item 9A of its Annual Report on Form 10-K for the fiscal year ended January 28, 2006, management of the Company reported that it had assessed the effectiveness of the Company's internal control over financial reporting as of January 28, 2006 and had identified the following material weakness in the Company's internal control over financial reporting: inadequate controls to ensure that financial information is adequately analyzed to detect misstatements including the lack of understanding of generally accepted accounting principles, or GAAP, and Securities Exchange Commission, or SEC, reporting matters. This material weakness in the Company's internal control over financial reporting resulted in an adverse opinion from Grant Thornton on the effectiveness of the Company's internal control over financial reporting. For additional details regarding this material weakness, please see the Company's Annual Report on Form 10-K for the fiscal year ended January 28, 2006.

The Company has provided a copy of this disclosure to Grant Thornton and requested that Grant Thornton provide a letter addressed to the Securities and Exchange Commission stating whether or not it agrees with the above statements. A copy of such letter dated January 17, 2007, is attached hereto as Exhibit 16.1 to this Form 8-K/A.



Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

16.1 Letter from Grant Thornton LLP to the Securities and Exchange Commission dated January 17, 2007.

[Pliscon]

Antwort auf Beitrag Nr.: 27.034.182 von overview am 19.01.07 16:04:43

naja, deine Rakete Nummer 2 ist ja gerade mal so gut wie meine zwei Raketen!

Ich glaube MiristEgal hätte gerne ein paar wichtige Infos zu unserem Börsenspiel! Der Typ ist ja garnicht mal so dumm, wie er rüberkommt!

[overview]

Antwort auf Beitrag Nr.: 27.039.467 von Pliscon am 19.01.07 20:34:45

Um das Spielchen nicht zu verkomplizieren, lasse ich alle Werte unverändert im Depot. Aber im realen Leben gibt es natürlich sowas wie nachgezogene Stopp-Loss, um positive Tages-Volatilität auch mal auszunutzen. Insofern gibt der aktuelle Spielstand leider nicht die Realität wieder. Die ist noch positiver.

Wann steigst Du jetzt bei Sigma ein?

[amorphis]

so...gute nachrichten für uns aus dem hause motorola!!!!!!!!

YES!sieht so aus als könnten wir irgendwann in der zukunft den threadtitel in "SIGM - NIMMT DIE UMSATZMILLIARDE" umbennen lassen...

http://biz.yahoo.com/prnews/070119/cgf002.html?.v=78

Fourth-Quarter Financial Highlights
- Record shipment milestone of digital entertainment devices and modems

Full-Year 2006 Financial Highlights
- Record shipment milestone of digital entertainment devices and modems

Connected Home Solutions segment sales were $980 million, up 39 percent compared with the year-ago quarter. Operating earnings were $118 million, compared with $52 million in the year-ago quarter. For the full year, sales increased 16 percent, and operating earnings increased 46 percent.

During the quarter, Connected Home Solutions:

-- Achieved quarterly and annual record-shipment milestones of digital
entertainment devices and modems
-- Set record IP network infrastructure sales, including shipments to
Comcast, Time Warner, NET (Brazil) and Starhub
-- Shipped advanced IP digital entertainment devices to AT&T for AT&T
U-verse(TM) digital video service deployment

[amorphis]

und news seitens der freebox...eine linux-variante unter den settop-boxen (ebenfalls SIGM-inside!)

Free to add 20 countries, Reunion to Freebox plan
Published: Friday 19 January 2007 | 11:19:00 AM CET , Telecompaper

French ISP Free is adding 20 international destinations and Reunion to its EUR 29.99 per month Freebox plan on 1 February, extending the total to 49 destinations. Customers will be able to call fixed line numbers in Turkey, Poland, Luxembourg, Russia, Japan, Monaco, Argentina, Hong Kong, Hungary, the Czech Republic, Andorra, Finland, Slovakia, Solvenia, Cyprus, Estonia, Iceland, San Marino, Gurnsey and Vatican City. The plan, which previously included French overseas counties Guadeloupe and Martinique, is now extended to Reunion. The offer applies to all Freebox subscribers with partial or total unbundling, and to IP ADSL or Freebox non-unbundled subscribers.

[amorphis]

http://www.dfw.com/mld/dfw/16506772.htm

[Pliscon]

Antwort auf Beitrag Nr.: 27.042.273 von amorphis am 20.01.07 07:22:47

so...gute nachrichten für uns aus dem hause motorola!!!!!!!!


Ja, für Motorola!

[amorphis]

Antwort auf Beitrag Nr.: 27.056.955 von Pliscon am 20.01.07 16:51:00

"Ja, für Motorola!"

...streng dein HIRN an...(sofern vorhanden!)...gute sales für moto => gute sales für SIGM!wenn du die zusammenhänge nicht auf die kette bekommst...ist das nicht mein problem...müll hier nicht den thread zu.

[amorphis]

nächster sigm win...klein...aber dat läppert sich...

http://www.ameinfo.com/108248.html

[amorphis]

http://www.nytimes.com/2007/01/20/business/20interview.html?…

Q. How important are high-definition DVDs?

A. They are available to all of our Total Access customers. We think the format war in this segment is going to become less of an obstacle now that companies are making high-definition DVD players that will play either Blu-ray or HD-DVD. We think that high-definition DVD is going to be a significant part of the business starting in late 2007 and then picking up real momentum in ’08.

das kann dann als guter indikator dafür dienen...wann die sales der sparte blueray player so richtig ins rollen kommt.

[Pliscon]

Antwort auf Beitrag Nr.: 27.057.655 von amorphis am 20.01.07 17:04:24

Du bist echt ne Witzfigur!

[amorphis]

Antwort auf Beitrag Nr.: 27.092.320 von Pliscon am 21.01.07 18:48:08

ne die witzfigur bist du. das raffst du nicht mal...und das ist dein problem.

[amorphis]

interview mit ken lowe

http://lunchat.typepad.com/my_weblog/2007/01/sigma_designs.h…

[amorphis]

http://www.streamingmedia.com/press/view.asp?id=6097

http://www.tranzas.co.jp/e_index.html

"TRZ-8300 H.264 STB
with Sigma Design 8634 and Opera9 Browser
(Scheduled in April 2007)"

[overview]

Nanu, was erlauben SIGMA? Minus 7% ?!?

Nachdem am Freitag mein Einstiegsniveau aufgrund eines relativ stabilen Kurses nicht erreicht wurde, habe ich soeben nochmal nachgelegt. Mir scheint, hier wollen einige in USA nochmal unbedingt die 22 USD sehen.

Erinnert mich irgendwie an viele Nebenwerte in Deutschland: an "stillen" Tagen mit geringen Umsätzen Stopp-Loss auslösen und heimlich einsammeln. Denn was wird passieren, wenn die Analysten in ein paar Tagen oder Wochen wieder positiv über Sigma schreiben, wenn es gute Zahlen zu vermelden gibt und die Massen wieder zum Kaufen getragen werden? - Eben!

Und Sigma war schon immer für positive wie negative Volatilität bekannt. Wo ein großes Minus, da in Bälde ein großes Plus.
Mal sehen.

@ Pliscon: heute enttäuscht Du mich: endlich mal ein echter Kurssturz und Du meldest ihn nicht!
Na, ist jetzt Dein Einstiegsniveau erreicht oder willst Du mir erst nachträglich mitteilen, daß Du genau am Tiefstkurs gekauft hattest?

[Pliscon]

Antwort auf Beitrag Nr.: 15.812.300 von amorphis am 14.02.05 23:18:14

und dann noch ein link der die short-squeeze fantasie deutlich macht..

Oh Gott!!!! Sigma stürzt heute böse ab und durchbricht alle Unterstützungslinien nach unten!


Momentan - 7 %

[Pliscon]

Antwort auf Beitrag Nr.: 15.833.710 von amorphis am 16.02.05 22:40:17

n den amerikanischen boards wird derzeit was interessantes spekuliert!und zwar das die technik von sigm in einer der neuen konsolen von sony und msft vertreten sein soll


Nochmal für dich!

igma Not Seen Benefiting From Xbox IPTV

http://biz.yahoo.com/ap/070110/sigma_designs_mover.html?.v=1

[Pliscon]

Antwort auf Beitrag Nr.: 27.115.573 von overview am 22.01.07 18:32:56

Sigma ist jetzt der mit Abstand schlechteste Wert im Musterdepot!

[amorphis]

Sigma stürzt heute böse ab und durchbricht alle Unterstützungslinien nach unten!

wo sind denn diese linien...zeig sie doch mal uns allen!

[amorphis]

denke heute und vielleicht in den kommenden tagen bieten sich gute gelegenheiten weitere shares zu ergattern!

[Patzer_Frank]

Antwort auf Beitrag Nr.: 27.116.901 von amorphis am 22.01.07 19:18:38

... ev. schöne Gelegenheit zu Shorten..?!
Frank

[overview]

Antwort auf Beitrag Nr.: 27.116.305 von Pliscon am 22.01.07 18:58:29

"Deine" Werte stehen aktuell 255,- € im Plus.
"Meine" Werte stehen aktuell 2.149,- € im Plus.

Etwas mehr Schmallippigkeit wäre also angemessen.

Und nu stell Dir vor, Sigma geht ab ...

Pliscon, ich habe gerade nochmal bei 21,27 USD zugelangt. Wo bleibst Du?

[Pliscon]

Antwort auf Beitrag Nr.: 27.116.901 von amorphis am 22.01.07 19:18:38

Minus 11%


Amorphis schwimmen wieder mal die Felle davon!


Profis kaufen immer wieder nach! Jedes mal wenn der Kurs einbricht wird nachgekauft!

[Pliscon]

Antwort auf Beitrag Nr.: 27.118.005 von overview am 22.01.07 20:10:22

Sigma ist der mit Abstand schlechteste Wert! Und nur darum ging es doch in der wochenlangen Diskussion hier!


Die Kurs von Sigma bricht weg! Jetzt schon - 12%